Concurrent Investment 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 | $1.71M | Buy |
3,419
+137
| +4% | +$68.7K | 0.03% | 464 |
|
|
2025
Q1 | $1.53M | Buy |
3,282
+2,440
| +290% | +$1.14M | 0.04% | 423 |
|
|
2024
Q4 | $399K | Sell |
842
-58
| -6% | -$27.5K | 0.01% | 730 |
|
|
2024
Q3 | $427K | Sell |
900
-92
| -9% | -$43.7K | 0.01% | 665 |
|
|
2024
Q2 | $418K | Sell |
992
-282
| -22% | -$119K | 0.01% | 639 |
|
|
2024
Q1 | $501K | Sell |
1,274
-56
| -4% | -$22K | 0.02% | 549 |
|
|
2023
Q4 | $519K | Buy |
+1,330
| New | +$519K | 0.02% | 487 |
|