Corient Private Wealth’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
$34.4M Sell
2025
Q2
$100M Buy
2025
Q1
$49.8M Buy
2024
Q4
$49.8M Sell
2024
Q3
$53.6M Buy
2024
Q2
$45.2M Buy
2024
Q1
$39.2M Buy
2023
Q4
$29.7M Buy
2023
Q3
$7.61M Buy
2023
Q2
$8.28M Buy
2023
Q1
$7.06M Buy
2022
Q4
$4.96M Buy