Crestmont 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 | $699K | Buy |
1,394
+109
| +8% | +$54.7K | 0.25% | 30 |
|
|
2025
Q1 | $598K | Buy |
1,285
+193
| +18% | +$89.9K | 0.26% | 33 |
|
|
2024
Q4 | $517K | Buy |
1,092
+27
| +3% | +$12.8K | 0.23% | 32 |
|
|
2024
Q3 | $505K | Buy |
1,065
+69
| +7% | +$32.7K | 0.22% | 31 |
|
|
2024
Q2 | $419K | Sell |
996
-29
| -3% | -$12.2K | 0.2% | 35 |
|
|
2024
Q1 | $403K | Buy |
1,025
+131
| +15% | +$51.5K | 0.2% | 33 |
|
|
2023
Q4 | $349K | Sell |
894
-10
| -1% | -$3.91K | 0.18% | 26 |
|
|
2023
Q3 | $286K | Sell |
904
-222
| -20% | -$70.2K | 0.17% | 36 |
|
|
2023
Q2 | $392K | Buy |
1,126
+111
| +11% | +$38.6K | 0.23% | 29 |
|
|
2023
Q1 | $311K | Buy |
1,015
+144
| +17% | +$44.1K | 0.2% | 30 |
|
|
2022
Q4 | $243K | Buy |
+871
| New | +$243K | 0.17% | 42 |
|