EverSource Wealth Advisors’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
Q2 | $484K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $252K | Buy |
|
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | $127K | Buy |
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|
2023
Q3 | $93.4K | Buy |
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|
2023
Q2 | $102K | Buy |
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|
2023
Q1 | $56.3K | Sell |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $148K | Buy |
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|
2021
Q4 | $51K | Buy |
|