Cornerstone Planning Group’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
$853K Buy
2025
Q2
$918K Buy
2025
Q1
$762K Buy
2024
Q4
$871K Buy
2024
Q3
$806K Buy
2024
Q2
$769K Buy
2024
Q1
$663K Sell
2023
Q4
$729K Sell
2023
Q3
$778K Hold
2023
Q2
$856K Buy
2022
Q4
$767K Buy