CWP
Cyndeo Wealth Partners’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
717
+4
| +0.6% | +$2.01K | 0.02% | 352 |
|
|
2025
Q1 | $332K | Sell |
713
-10
| -1% | -$4.66K | 0.02% | 353 |
|
|
2024
Q4 | $342K | Hold |
723
| – | – | 0.02% | 351 |
|
|
2024
Q3 | $343K | Buy |
723
+52
| +8% | +$24.7K | 0.02% | 349 |
|
|
2024
Q2 | $282K | Buy |
671
+1
| +0.1% | +$421 | 0.02% | 341 |
|
|
2024
Q1 | $263K | Sell |
670
-1
| -0.1% | -$393 | 0.02% | 336 |
|
|
2023
Q4 | $262K | Buy |
671
+13
| +2% | +$5.08K | 0.02% | 321 |
|
|
2023
Q3 | $208K | Buy |
658
+2
| +0.3% | +$632 | 0.02% | 321 |
|
|
2023
Q2 | $228K | Buy |
+656
| New | +$228K | 0.02% | 299 |
|