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 |
|