Encompass Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,250
| Closed | -$1.07M | – | 118 |
|
|
2024
Q3 | $1.07M | Hold |
2,250
| – | – | 0.27% | 77 |
|
|
2024
Q2 | $947K | Hold |
2,250
| – | – | 0.25% | 82 |
|
|
2024
Q1 | $884K | Hold |
2,250
| – | – | 0.23% | 90 |
|
|
2023
Q4 | $879K | Hold |
2,250
| – | – | 0.26% | 77 |
|
|
2023
Q3 | $711K | Hold |
2,250
| – | – | 0.24% | 81 |
|
|
2023
Q2 | $782K | Hold |
2,250
| – | – | 0.25% | 79 |
|
|
2023
Q1 | $689K | Hold |
2,250
| – | – | 0.23% | 81 |
|
|
2022
Q4 | $627K | Hold |
2,250
| – | – | 0.23% | 81 |
|
|
2022
Q3 | $547K | Hold |
2,250
| – | – | 0.21% | 93 |
|
|
2022
Q2 | $612K | Hold |
2,250
| – | – | 0.22% | 85 |
|
|
2022
Q1 | $759K | Hold |
2,250
| – | – | 0.19% | 87 |
|
|
2021
Q4 | $879K | Hold |
2,250
| – | – | 0.21% | 82 |
|
|
2021
Q3 | $798K | Sell |
2,250
-450
| -17% | -$160K | 0.21% | 88 |
|
|
2021
Q2 | $978K | Hold |
2,700
| – | – | 0.24% | 77 |
|
|
2021
Q1 | $891K | Hold |
2,700
| – | – | 0.23% | 84 |
|
|
2020
Q4 | $784K | Buy |
+2,700
| New | +$784K | 0.45% | 48 |
|