Evermay Wealth Management’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 | $1.38M | Hold |
2,742
| – | – | 0.17% | 54 |
|
|
2025
Q1 | $1.28M | Hold |
2,742
| – | – | 0.17% | 64 |
|
|
2024
Q4 | $1.3M | Hold |
2,742
| – | – | 0.2% | 60 |
|
|
2024
Q3 | $1.3M | Hold |
2,742
| – | – | 0.21% | 65 |
|
|
2024
Q2 | $1.15M | Hold |
2,742
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $1.08M | Sell |
2,742
-1
| -0% | -$393 | 0.16% | 76 |
|
|
2023
Q4 | $1.07M | Buy |
2,743
+1
| +0% | +$391 | 0.2% | 60 |
|
|
2023
Q3 | $867K | Hold |
2,742
| – | – | 0.18% | 66 |
|
|
2023
Q2 | $953K | Hold |
2,742
| – | – | 0.18% | 59 |
|
|
2023
Q1 | $839K | Hold |
2,742
| – | – | 0.17% | 67 |
|
|
2022
Q4 | $764K | Hold |
2,742
| – | – | 0.16% | 69 |
|
|
2022
Q3 | $667K | Hold |
2,742
| – | – | 0.13% | 73 |
|
|
2022
Q2 | $746K | Hold |
2,742
| – | – | 0.14% | 66 |
|
|
2022
Q1 | $925K | Buy |
+2,742
| New | +$925K | 0.16% | 67 |
|