Clearstead Trust’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25.7K Hold
2025
Q2
$27.1K Buy
2025
Q1
$17.7K Hold
2024
Q4
$18K Hold
2024
Q3
$18K Sell
2024
Q2
$27.8K Hold
2024
Q1
$25.9K Sell
2023
Q4
$390K Buy
2023
Q3
$24.7K Hold
2023
Q2
$27.1K Buy