Concord Wealth Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$473 | – | 899 |
|
|
2024
Q4 | $473 | Hold |
1
| – | – | ﹤0.01% | 863 |
|
|
2024
Q3 | $475 | Buy |
+1
| New | +$475 | ﹤0.01% | 902 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$836 | – | 1131 |
|
|
2022
Q4 | $836 | Buy |
+3
| New | +$836 | ﹤0.01% | 1105 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 725 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1220 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1239 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 851 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 986 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 927 |
|