EverSource Wealth Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
965
+239
| +33% | +$120K | 0.02% | 465 |
|
|
2025
Q1 | $338K | Buy |
726
+167
| +30% | +$77.7K | 0.02% | 483 |
|
|
2024
Q4 | $265K | Buy |
559
+28
| +5% | +$13.3K | 0.01% | 542 |
|
|
2024
Q3 | $252K | Buy |
531
+25
| +5% | +$11.9K | 0.02% | 491 |
|
|
2024
Q2 | $231K | Sell |
506
-45
| -8% | -$20.6K | 0.02% | 510 |
|
|
2024
Q1 | $204K | Buy |
551
+225
| +69% | +$83.4K | 0.02% | 481 |
|
|
2023
Q4 | $127K | Buy |
326
+31
| +11% | +$12.1K | 0.01% | 564 |
|
|
2023
Q3 | $93.4K | Buy |
295
+3
| +1% | +$950 | 0.01% | 588 |
|
|
2023
Q2 | $102K | Buy |
292
+108
| +59% | +$37.6K | 0.01% | 577 |
|
|
2023
Q1 | $56.3K | Sell |
184
-311
| -63% | -$95.2K | 0.01% | 751 |
|
|
2022
Q4 | $138K | Sell |
495
-279
| -36% | -$77.7K | 0.02% | 427 |
|
|
2022
Q3 | $189K | Buy |
774
+105
| +16% | +$25.6K | 0.04% | 306 |
|
|
2022
Q2 | $183K | Buy |
669
+230
| +52% | +$62.9K | 0.05% | 269 |
|
|
2022
Q1 | $148K | Buy |
439
+306
| +230% | +$103K | 0.04% | 282 |
|
|
2021
Q4 | $51K | Buy |
+133
| New | +$51K | 0.01% | 423 |
|