Compass 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 | – | Sell |
-102
| Closed | -$47.5K | – | 297 |
|
|
2025
Q1 | $47.5K | Hold |
102
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $48.3K | Hold |
102
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $48.4K | Hold |
102
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $42.9K | Hold |
102
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $40.1K | Hold |
102
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $39.8K | Hold |
102
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $32.3K | Hold |
102
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $35.5K | Hold |
102
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $31.2K | Hold |
102
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $28.4K | Buy |
+102
| New | +$28.4K | 0.01% | 288 |
|