Evermay Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Hold |
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|
2025
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.3M | Hold |
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|
2024
Q2 | $1.15M | Hold |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $867K | Hold |
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|
2023
Q2 | $953K | Hold |
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|
2023
Q1 | $839K | Hold |
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|
2022
Q4 | $764K | Hold |
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|
2022
Q3 | $667K | Hold |
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|
2022
Q2 | $746K | Hold |
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|
2022
Q1 | $925K | Buy |
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