Connecticut 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	$7.12M	Sell	14,204 -9	-0.1%	-$4.51K	0.34%	41
2025 Q1	$6.62M	Hold	14,213	–	–	0.35%	46
2024 Q4	$6.73M	Buy	14,213 +9	+0.1%	+$4.26K	0.33%	38
2024 Q3	$6.74M	Sell	14,204 -16,855	-54%	-$8M	0.33%	48
2024 Q2	$13.1M	Buy	+31,059	New	+$13.1M	0.67%	29