Clearstead Advisors’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 | $2.75M | Buy |
5,474
+232
| +4% | +$116K | 0.04% | 266 |
|
|
2025
Q1 | $2.44M | Buy |
5,242
+1,529
| +41% | +$712K | 0.04% | 265 |
|
|
2024
Q4 | $1.76M | Sell |
3,713
-55
| -1% | -$26K | 0.03% | 312 |
|
|
2024
Q3 | $1.79M | Buy |
3,768
+27
| +0.7% | +$12.8K | 0.03% | 315 |
|
|
2024
Q2 | $1.57M | Buy |
3,741
+777
| +26% | +$327K | 0.03% | 308 |
|
|
2024
Q1 | $1.18M | Buy |
2,964
+79
| +3% | +$31.4K | 0.06% | 205 |
|
|
2023
Q4 | $1.13M | Sell |
2,885
-2,909
| -50% | -$1.14M | 0.06% | 212 |
|
|
2023
Q3 | $1.83M | Buy |
5,794
+2,936
| +103% | +$928K | 0.05% | 216 |
|
|
2023
Q2 | $994K | Sell |
2,858
-7
| -0.2% | -$2.43K | 0.06% | 204 |
|
|
2023
Q1 | $877K | Buy |
2,865
+2,810
| +5,109% | +$860K | 0.06% | 187 |
|
|
2022
Q4 | $15.3K | Buy |
55
+25
| +83% | +$6.97K | ﹤0.01% | 842 |
|
|
2022
Q3 | $7K | Sell |
30
-5
| -14% | -$1.17K | ﹤0.01% | 931 |
|
|
2022
Q2 | $10K | Buy |
35
+14
| +67% | +$4K | ﹤0.01% | 919 |
|
|
2022
Q1 | $7K | Buy |
+21
| New | +$7K | ﹤0.01% | 1035 |
|
|
2021
Q4 | – | Sell |
-21
| Closed | -$7K | – | 1368 |
|
|
2021
Q3 | $7K | Buy |
+21
| New | +$7K | ﹤0.01% | 985 |
|