CreativeOne 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 | $2.75M | Sell |
5,477
-530
| -9% | -$266K | 0.07% | 261 |
|
|
2025
Q1 | $2.8M | Sell |
6,007
-572
| -9% | -$266K | 0.08% | 232 |
|
|
2024
Q4 | $3.11M | Sell |
6,579
-194
| -3% | -$91.8K | 0.1% | 195 |
|
|
2024
Q3 | $3.21M | Buy |
6,773
+620
| +10% | +$294K | 0.11% | 179 |
|
|
2024
Q2 | $2.59M | Sell |
6,153
-226
| -4% | -$95.2K | 0.13% | 151 |
|
|
2024
Q1 | $2.51M | Buy |
6,379
+722
| +13% | +$284K | 0.1% | 189 |
|
|
2023
Q4 | $2.21M | Buy |
5,657
+238
| +4% | +$92.9K | 0.14% | 144 |
|
|
2023
Q3 | $1.71M | Sell |
5,419
-552
| -9% | -$174K | 0.12% | 167 |
|
|
2023
Q2 | $2.08M | Buy |
5,971
+217
| +4% | +$75.4K | 0.1% | 201 |
|
|
2023
Q1 | $1.76M | Sell |
5,754
-36
| -0.6% | -$11K | 0.09% | 211 |
|
|
2022
Q4 | $1.61M | Buy |
5,790
+45
| +0.8% | +$12.5K | 0.09% | 204 |
|
|
2022
Q3 | $1.4M | Buy |
5,745
+349
| +6% | +$84.9K | 0.08% | 206 |
|
|
2022
Q2 | $1.47M | Buy |
5,396
+795
| +17% | +$216K | 0.08% | 199 |
|
|
2022
Q1 | $1.55M | Buy |
4,601
+369
| +9% | +$124K | 0.08% | 207 |
|
|
2021
Q4 | $1.65M | Buy |
4,232
+570
| +16% | +$223K | 0.08% | 204 |
|
|
2021
Q3 | $1.31M | Buy |
3,662
+254
| +7% | +$90.7K | 0.08% | 226 |
|
|
2021
Q2 | $1.24M | Buy |
3,408
+233
| +7% | +$84.4K | 0.08% | 217 |
|
|
2021
Q1 | $948K | Buy |
3,175
+653
| +26% | +$195K | 0.07% | 212 |
|
|
2020
Q4 | $732K | Buy |
2,522
+399
| +19% | +$116K | 0.06% | 232 |
|
|
2020
Q3 | $615K | Buy |
2,123
+269
| +15% | +$77.9K | 0.09% | 148 |
|
|
2020
Q2 | $509K | Buy |
+1,854
| New | +$509K | 0.08% | 143 |
|