Cyndeo Wealth Partners’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
Q3
$342K Buy
2025
Q2
$360K Buy
2025
Q1
$332K Sell
2024
Q4
$342K Hold
2024
Q3
$343K Buy
2024
Q2
$282K Buy
2024
Q1
$263K Sell
2023
Q4
$262K Buy
2023
Q3
$208K Buy
2023
Q2
$228K Buy