CVA Family Office’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 | $253K | Buy |
504
+6
| +1% | +$3.01K | 0.04% | 256 |
|
|
2025
Q1 | $232K | Buy |
498
+15
| +3% | +$6.99K | 0.04% | 261 |
|
|
2024
Q4 | $229K | Buy |
483
+19
| +4% | +$8.99K | 0.04% | 253 |
|
|
2024
Q3 | $220K | Buy |
464
+9
| +2% | +$4.27K | 0.04% | 245 |
|
|
2024
Q2 | $192K | Buy |
455
+4
| +0.9% | +$1.68K | 0.03% | 247 |
|
|
2024
Q1 | $177K | Buy |
451
+1
| +0.2% | +$393 | 0.03% | 266 |
|
|
2023
Q4 | $176K | Buy |
+450
| New | +$176K | 0.03% | 254 |
|
|
2023
Q3 | – | Sell |
-360
| Closed | -$125K | – | 660 |
|
|
2023
Q2 | $125K | Hold |
360
| – | – | 0.03% | 278 |
|
|
2023
Q1 | $110K | Buy |
360
+30
| +9% | +$9.18K | 0.02% | 292 |
|
|
2022
Q4 | $91.9K | Buy |
330
+100
| +43% | +$27.9K | 0.02% | 300 |
|
|
2022
Q3 | $56K | Buy |
230
+25
| +12% | +$6.09K | 0.02% | 339 |
|
|
2022
Q2 | $56K | Sell |
205
-15
| -7% | -$4.1K | 0.02% | 343 |
|
|
2022
Q1 | $74K | Sell |
220
-75
| -25% | -$25.2K | 0.02% | 316 |
|
|
2021
Q4 | $115K | Buy |
+295
| New | +$115K | 0.03% | 228 |
|
|
2021
Q3 | – | Sell |
-295
| Closed | -$107K | – | 661 |
|
|
2021
Q2 | $107K | Buy |
295
+95
| +48% | +$34.5K | 0.03% | 233 |
|
|
2021
Q1 | $60K | Buy |
+200
| New | +$60K | 0.02% | 254 |
|