Crewe Advisors’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 | $3.02M | Sell |
6,022
-195
| -3% | -$97.8K | 0.43% | 35 |
|
|
2025
Q1 | $2.9M | Sell |
6,217
-208
| -3% | -$96.9K | 0.41% | 32 |
|
|
2024
Q4 | $3.04M | Sell |
6,425
-393
| -6% | -$186K | 0.42% | 32 |
|
|
2024
Q3 | $3.24M | Buy |
6,818
+12
| +0.2% | +$5.7K | 0.38% | 33 |
|
|
2024
Q2 | $2.86M | Sell |
6,806
-2,257
| -25% | -$950K | 0.32% | 41 |
|
|
2024
Q1 | $3.56M | Buy |
+9,063
| New | +$3.56M | 0.42% | 34 |
|
|
2023
Q3 | – | Sell |
-14,209
| Closed | -$4.94M | – | 788 |
|
|
2023
Q2 | $4.94M | Sell |
14,209
-946
| -6% | -$329K | 0.69% | 25 |
|
|
2023
Q1 | $4.64M | Sell |
15,155
-368
| -2% | -$113K | 0.68% | 25 |
|
|
2022
Q4 | $4.33M | Sell |
15,523
-104
| -0.7% | -$29K | 0.69% | 24 |
|
|
2022
Q3 | $3.8M | Buy |
15,627
+17
| +0.1% | +$4.13K | 0.69% | 22 |
|
|
2022
Q2 | $4.25M | Buy |
15,610
+175
| +1% | +$47.6K | 0.94% | 15 |
|
|
2022
Q1 | $5.21M | Buy |
15,435
+145
| +0.9% | +$48.9K | 1.02% | 15 |
|
|
2021
Q4 | $5.97M | Buy |
15,290
+15,274
| +95,463% | +$5.97M | 1.21% | 14 |
|
|
2021
Q3 | $6K | Hold |
16
| – | – | ﹤0.01% | 292 |
|
|
2021
Q2 | $6K | Hold |
16
| – | – | ﹤0.01% | 319 |
|
|
2021
Q1 | $5K | Hold |
16
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $5K | Sell |
16
-5
| -24% | -$1.56K | ﹤0.01% | 357 |
|
|
2020
Q3 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 328 |
|