Chesapeake Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
450
| – | – | 0.08% | 153 |
|
|
2025
Q1 | $210K | Hold |
450
| – | – | 0.07% | 154 |
|
|
2024
Q4 | $213K | Sell |
450
-75
| -14% | -$35.5K | 0.07% | 155 |
|
|
2024
Q3 | $249K | Hold |
525
| – | – | 0.09% | 147 |
|
|
2024
Q2 | $221K | Hold |
525
| – | – | 0.08% | 149 |
|
|
2024
Q1 | $206K | Hold |
525
| – | – | 0.08% | 151 |
|
|
2023
Q4 | $205K | Buy |
+525
| New | +$205K | 0.08% | 151 |
|
|
2022
Q1 | – | Sell |
-541
| Closed | -$211K | – | 191 |
|
|
2021
Q4 | $211K | Buy |
+541
| New | +$211K | 0.07% | 189 |
|