Ellevest Inc’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 | $737K | Sell |
1,469
-112
| -7% | -$56.2K | 0.12% | 129 |
|
|
2025
Q1 | $736K | Sell |
1,581
-64
| -4% | -$29.8K | 0.05% | 139 |
|
|
2024
Q4 | $779K | Buy |
1,645
+11
| +0.7% | +$5.21K | 0.04% | 132 |
|
|
2024
Q3 | $776K | Sell |
1,634
-56
| -3% | -$26.6K | 0.04% | 144 |
|
|
2024
Q2 | $711K | Buy |
1,690
+96
| +6% | +$40.4K | 0.04% | 146 |
|
|
2024
Q1 | $626K | Buy |
1,594
+32
| +2% | +$12.6K | 0.04% | 158 |
|
|
2023
Q4 | $610K | Sell |
1,562
-49
| -3% | -$19.1K | 0.04% | 149 |
|
|
2023
Q3 | $509K | Buy |
1,611
+132
| +9% | +$41.7K | 0.04% | 142 |
|
|
2023
Q2 | $514K | Buy |
1,479
+22
| +2% | +$7.65K | 0.04% | 151 |
|
|
2023
Q1 | $446K | Buy |
1,457
+360
| +33% | +$110K | 0.03% | 156 |
|
|
2022
Q4 | $306K | Buy |
1,097
+255
| +30% | +$71.1K | 0.03% | 224 |
|
|
2022
Q3 | $205K | Sell |
842
-84
| -9% | -$20.5K | 0.02% | 269 |
|
|
2022
Q2 | $252K | Buy |
926
+346
| +60% | +$94.2K | 0.02% | 236 |
|
|
2022
Q1 | $196K | Buy |
580
+54
| +10% | +$18.2K | 0.02% | 315 |
|
|
2021
Q4 | $206K | Buy |
526
+75
| +17% | +$29.4K | 0.02% | 288 |
|
|
2021
Q3 | $160K | Sell |
451
-21
| -4% | -$7.45K | 0.02% | 316 |
|
|
2021
Q2 | $171K | Buy |
472
+2
| +0.4% | +$725 | 0.02% | 290 |
|
|
2021
Q1 | $140K | Sell |
470
-13
| -3% | -$3.87K | 0.02% | 290 |
|
|
2020
Q4 | $140K | Sell |
483
-96
| -17% | -$27.8K | 0.02% | 245 |
|
|
2020
Q3 | $168K | Sell |
579
-64
| -10% | -$18.6K | 0.03% | 149 |
|
|
2020
Q2 | $177K | Buy |
643
+140
| +28% | +$38.5K | 0.04% | 127 |
|
|
2020
Q1 | $106K | Buy |
503
+25
| +5% | +$5.27K | 0.03% | 132 |
|
|
2019
Q4 | $113K | Buy |
478
+117
| +32% | +$27.7K | 0.03% | 98 |
|
|
2019
Q3 | $74K | Buy |
361
+9
| +3% | +$1.85K | 0.03% | 100 |
|
|
2019
Q2 | $69K | Hold |
352
| – | – | 0.03% | 98 |
|
|
2019
Q1 | $64K | Hold |
352
| – | – | 0.03% | 78 |
|
|
2018
Q4 | $49K | Buy |
+352
| New | +$49K | 0.02% | 185 |
|