EWA
MCO icon

EP Wealth Advisors’s Moody's MCO Stock Holding History

EP Wealth Advisors’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.31M Buy
2,618
+1,381
+112% +$693K 0.01% 510
2025
Q1 		$576K Sell
1,237
-72
-6% -$33.5K ﹤0.01% 652
2024
Q4 		$620K Buy
1,309
+668
+104% +$316K 0.01% 627
2024
Q3 		$304K Buy
+641
New +$304K ﹤0.01% 856