Corient Private Wealth’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 | $51.1M | Sell |
101,807
-5,139
| -5% | -$2.58M | 0.05% | 253 |
|
|
2025
Q1 | $49.8M | Buy |
106,946
+1,733
| +2% | +$807K | 0.08% | 222 |
|
|
2024
Q4 | $49.8M | Sell |
105,213
-7,665
| -7% | -$3.63M | 0.08% | 227 |
|
|
2024
Q3 | $53.6M | Buy |
112,878
+5,472
| +5% | +$2.6M | 0.08% | 224 |
|
|
2024
Q2 | $45.2M | Buy |
107,406
+7,678
| +8% | +$3.23M | 0.08% | 237 |
|
|
2024
Q1 | $39.2M | Buy |
99,728
+23,604
| +31% | +$9.28M | 0.07% | 273 |
|
|
2023
Q4 | $29.7M | Buy |
76,124
+52,073
| +217% | +$20.3M | 0.05% | 312 |
|
|
2023
Q3 | $7.61M | Buy |
24,051
+239
| +1% | +$75.6K | 0.02% | 537 |
|
|
2023
Q2 | $8.28M | Buy |
23,812
+724
| +3% | +$252K | 0.02% | 499 |
|
|
2023
Q1 | $7.06M | Buy |
23,088
+5,302
| +30% | +$1.62M | 0.02% | 499 |
|
|
2022
Q4 | $4.96M | Buy |
+17,786
| New | +$4.96M | 0.02% | 505 |
|