Crestwood Advisors Group’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 | $407K | Buy |
811
+172
| +27% | +$86.3K | 0.01% | 380 |
|
|
2025
Q1 | $298K | Buy |
639
+131
| +26% | +$61K | 0.01% | 423 |
|
|
2024
Q4 | $241K | Buy |
508
+67
| +15% | +$31.7K | ﹤0.01% | 419 |
|
|
2024
Q3 | $209K | Sell |
441
-175
| -28% | -$83.1K | ﹤0.01% | 424 |
|
|
2024
Q2 | $259K | Buy |
+616
| New | +$259K | 0.01% | 377 |
|
|
2017
Q2 | – | Sell |
-125
| Closed | -$15K | – | 324 |
|
|
2017
Q1 | $15K | Buy |
+125
| New | +$15K | ﹤0.01% | 397 |
|