CWM
Congress Wealth Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
36,771
+457
| +1% | +$229K | 0.18% | 138 |
|
|
2025
Q1 | $16.9M | Buy |
36,314
+3,468
| +11% | +$1.62M | 0.2% | 129 |
|
|
2024
Q4 | $15.5M | Buy |
32,846
+751
| +2% | +$356K | 0.21% | 136 |
|
|
2024
Q3 | $15.2M | Buy |
32,095
+519
| +2% | +$246K | 0.2% | 152 |
|
|
2024
Q2 | $13.3M | Buy |
31,576
+1,866
| +6% | +$785K | 0.21% | 138 |
|
|
2024
Q1 | $11.7M | Buy |
29,710
+971
| +3% | +$382K | 0.2% | 148 |
|
|
2023
Q4 | $11.2M | Buy |
28,739
+552
| +2% | +$216K | 0.21% | 140 |
|
|
2023
Q3 | $8.91M | Buy |
28,187
+865
| +3% | +$273K | 0.18% | 157 |
|
|
2023
Q2 | $9.5M | Buy |
+27,322
| New | +$9.5M | 0.22% | 137 |
|