Convergence Financial’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	-441	Closed	-$209K	–	171
2024 Q4	$209K	Sell	441 -25	-5%	-$11.8K	0.04%	157
2024 Q3	$221K	Sell	466 -256	-35%	-$121K	0.05%	149
2024 Q2	$304K	Buy	+722	New	+$304K	0.08%	122