Concurrent Investment Advisors’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
$1.63M Sell
2025
Q2
$1.71M Buy
2025
Q1
$1.53M Buy
2024
Q4
$399K Sell
2024
Q3
$427K Sell
2024
Q2
$418K Sell
2024
Q1
$501K Sell
2023
Q4
$519K Buy