Colonial Trust 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 | – | Sell |
-38
| Closed | -$17.8K | – | 720 |
|
|
2025
Q1 | $17.8K | Hold |
38
| – | – | ﹤0.01% | 442 |
|
|
2024
Q4 | $18.1K | Hold |
38
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $18.1K | Hold |
38
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $16K | Sell |
38
-4
| -10% | -$1.69K | ﹤0.01% | 461 |
|
|
2024
Q1 | $16.5K | Sell |
42
-4
| -9% | -$1.58K | ﹤0.01% | 509 |
|
|
2023
Q4 | $18K | Buy |
46
+38
| +475% | +$14.9K | ﹤0.01% | 429 |
|
|
2023
Q3 | $2.53K | Hold |
8
| – | – | ﹤0.01% | 691 |
|
|
2023
Q2 | $2.78K | Hold |
8
| – | – | ﹤0.01% | 705 |
|
|
2023
Q1 | $2.45K | Sell |
8
-1
| -11% | -$306 | ﹤0.01% | 706 |
|
|
2022
Q4 | $2.51K | Buy |
+9
| New | +$2.51K | ﹤0.01% | 699 |
|