Edge Financial 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	$233K	Hold	464	–	–	0.12%	117
2025 Q1	$216K	Buy	464 +1	+0.2%	+$466	0.14%	99
2024 Q4	$219K	Sell	463 -41	-8%	-$19.4K	0.2%	91
2024 Q3	$239K	Buy	+504	New	+$239K	0.21%	86