CreativeOne 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
$1.64M Sell
2025
Q2
$2.75M Sell
2025
Q1
$2.8M Sell
2024
Q4
$3.11M Sell
2024
Q3
$3.21M Buy
2024
Q2
$2.59M Sell
2024
Q1
$2.51M Buy
2023
Q4
$2.21M Buy
2023
Q3
$1.71M Sell
2023
Q2
$2.08M Buy
2023
Q1
$1.76M Sell
2022
Q4
$1.61M Buy
2022
Q3
$1.4M Buy
2022
Q2
$1.47M Buy
2022
Q1
$1.55M Buy
2021
Q4
$1.65M Buy
2021
Q3
$1.31M Buy
2021
Q2
$1.24M Buy
2021
Q1
$948K Buy
2020
Q4
$732K Buy
2020
Q3
$615K Buy
2020
Q2
$509K Buy