Darwin Wealth Management’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 | $50.3K | Sell |
100
-59
| -37% | -$29.7K | 0.02% | 206 |
|
|
2025
Q1 | $75.3K | Hold |
159
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $75.3K | Sell |
159
-51
| -24% | -$24.2K | 0.03% | 198 |
|
|
2024
Q3 | $99.9K | Buy |
+210
| New | +$99.9K | 0.03% | 187 |
|
|
2024
Q2 | – | Sell |
-3,846
| Closed | -$1.51M | – | 120 |
|
|
2024
Q1 | $1.51M | Sell |
3,846
-451
| -10% | -$177K | 0.42% | 67 |
|
|
2023
Q4 | $1.68M | Sell |
4,297
-5,425
| -56% | -$2.12M | 0.45% | 64 |
|
|
2023
Q3 | $3.07M | Buy |
9,722
+259
| +3% | +$81.9K | 0.83% | 34 |
|
|
2023
Q2 | $3.21M | Buy |
9,463
+1,714
| +22% | +$581K | 0.83% | 33 |
|
|
2023
Q1 | $2.35M | Buy |
7,749
+121
| +2% | +$36.7K | 0.64% | 41 |
|
|
2022
Q4 | $2.4M | Sell |
7,628
-1,302
| -15% | -$410K | 0.62% | 42 |
|
|
2022
Q3 | $2.17M | Sell |
8,930
-802
| -8% | -$195K | 0.54% | 46 |
|
|
2022
Q2 | $2.99M | Buy |
9,732
+4,221
| +77% | +$1.3M | 0.61% | 41 |
|
|
2022
Q1 | $1.86M | Buy |
5,511
+2,401
| +77% | +$810K | 0.31% | 64 |
|
|
2021
Q4 | $1.07M | Buy |
+3,110
| New | +$1.07M | 0.17% | 87 |
|