Evoke Wealth’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 | $11.1M | Sell |
22,225
-602
| -3% | -$302K | 0.26% | 48 |
|
|
2025
Q1 | $10.6M | Sell |
22,827
-2,750
| -11% | -$1.28M | 0.28% | 46 |
|
|
2024
Q4 | $12.1M | Sell |
25,577
-1,505
| -6% | -$712K | 0.34% | 40 |
|
|
2024
Q3 | $12.9M | Buy |
+27,082
| New | +$12.9M | 0.35% | 40 |
|
|
2024
Q2 | – | Sell |
-26,991
| Closed | -$10.6M | – | 274 |
|
|
2024
Q1 | $10.6M | Buy |
+26,991
| New | +$10.6M | 0.31% | 41 |
|
|
2023
Q4 | – | Sell |
-27,299
| Closed | -$8.63M | – | 245 |
|
|
2023
Q3 | $8.63M | Sell |
27,299
-224
| -0.8% | -$70.8K | 0.3% | 40 |
|
|
2023
Q2 | $9.57M | Sell |
27,523
-4,808
| -15% | -$1.67M | 0.33% | 38 |
|
|
2023
Q1 | $9.89M | Sell |
32,331
-731
| -2% | -$224K | 0.36% | 36 |
|
|
2022
Q4 | $9.21M | Sell |
33,062
-105
| -0.3% | -$29.3K | 0.33% | 42 |
|
|
2022
Q3 | $8.06M | Sell |
33,167
-760
| -2% | -$185K | 0.33% | 35 |
|
|
2022
Q2 | $9.23M | Buy |
33,927
+4,445
| +15% | +$1.21M | 0.34% | 35 |
|
|
2022
Q1 | $9.95M | Sell |
29,482
-384
| -1% | -$130K | 0.33% | 38 |
|
|
2021
Q4 | $11.7M | Sell |
29,866
-159
| -0.5% | -$62.1K | 0.37% | 38 |
|
|
2021
Q3 | $10.7M | Sell |
30,025
-477
| -2% | -$169K | 0.4% | 35 |
|
|
2021
Q2 | $11.1M | Buy |
30,502
+251
| +0.8% | +$91K | 0.42% | 36 |
|
|
2021
Q1 | $9.03M | Buy |
30,251
+30,173
| +38,683% | +$9.01M | 0.41% | 34 |
|
|
2020
Q4 | $23K | Hold |
78
| – | – | ﹤0.01% | 478 |
|
|
2020
Q3 | $23K | Hold |
78
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $21K | Sell |
78
-8
| -9% | -$2.15K | ﹤0.01% | 456 |
|
|
2020
Q1 | $18.2K | Sell |
86
-36
| -30% | -$7.62K | ﹤0.01% | 449 |
|
|
2019
Q4 | $29K | Sell |
122
-3
| -2% | -$712 | ﹤0.01% | 519 |
|
|
2019
Q3 | $25.6K | Buy |
+125
| New | +$25.6K | ﹤0.01% | 598 |
|