Envestnet Portfolio Solutions’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
$3.43M Sell
6,836
-423
-6% -$212K 0.01% 440
2025
Q1
$3.38M Buy
7,259
+678
+10% +$316K 0.01% 456
2024
Q4
$3.12M Sell
6,581
-238
-3% -$113K 0.01% 524
2024
Q3
$3.24M Sell
6,819
-2
-0% -$949 0.01% 508
2024
Q2
$2.87M Sell
6,821
-860
-11% -$362K 0.01% 537
2024
Q1
$3.02M Buy
7,681
+173
+2% +$68K 0.01% 519
2023
Q4
$2.93M Sell
7,508
-308
-4% -$120K 0.01% 483
2023
Q3
$2.47M Buy
+7,816
New +$2.47M 0.01% 487