Everpar Advisors’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 | $299K | Sell |
596
-32
| -5% | -$16.1K | 0.14% | 202 |
|
|
2025
Q1 | $292K | Sell |
628
-33
| -5% | -$15.4K | 0.16% | 186 |
|
|
2024
Q4 | $313K | Sell |
661
-26
| -4% | -$12.3K | 0.16% | 177 |
|
|
2024
Q3 | $326K | Buy |
687
+10
| +1% | +$4.75K | 0.17% | 178 |
|
|
2024
Q2 | $285K | Buy |
677
+128
| +23% | +$53.9K | 0.14% | 200 |
|
|
2024
Q1 | $216K | Buy |
+549
| New | +$216K | 0.13% | 221 |
|