Circle 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 | $708K | Sell |
1,411
-37
| -3% | -$18.6K | 0.02% | 141 |
|
|
2025
Q1 | $674K | Hold |
1,448
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $685K | Buy |
1,448
+17
| +1% | +$8.05K | 0.01% | 143 |
|
|
2024
Q3 | $679K | Sell |
1,431
-117
| -8% | -$55.5K | 0.02% | 146 |
|
|
2024
Q2 | $652K | Sell |
1,548
-107
| -6% | -$45K | 0.02% | 132 |
|
|
2024
Q1 | $650K | Buy |
1,655
+117
| +8% | +$46K | 0.02% | 127 |
|
|
2023
Q4 | $601K | Buy |
1,538
+142
| +10% | +$55.5K | 0.02% | 126 |
|
|
2023
Q3 | $441K | Buy |
1,396
+7
| +0.5% | +$2.21K | 0.01% | 142 |
|
|
2023
Q2 | $483K | Hold |
1,389
| – | – | 0.06% | 105 |
|
|
2023
Q1 | $425K | Hold |
1,389
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $387K | Buy |
+1,389
| New | +$387K | 0.06% | 120 |
|