Crestmont 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
Q2
$699K Buy
2025
Q1
$598K Buy
2024
Q4
$517K Buy
2024
Q3
$505K Buy
2024
Q2
$419K Sell
2024
Q1
$403K Buy
2023
Q4
$349K Sell
2023
Q3
$286K Sell
2023
Q2
$392K Buy
2023
Q1
$311K Buy
2022
Q4
$243K Buy