Farther Finance 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 | $878K | Sell |
1,750
-30
| -2% | -$15K | 0.02% | 648 |
|
|
2025
Q1 | $834K | Buy |
1,780
+192
| +12% | +$90K | 0.02% | 578 |
|
|
2024
Q4 | $752K | Sell |
1,588
-56
| -3% | -$26.5K | 0.03% | 460 |
|
|
2024
Q3 | $780K | Buy |
1,644
+65
| +4% | +$30.9K | 0.03% | 425 |
|
|
2024
Q2 | $665K | Buy |
1,579
+828
| +110% | +$349K | 0.03% | 386 |
|
|
2024
Q1 | $296K | Buy |
751
+85
| +13% | +$33.5K | 0.02% | 558 |
|
|
2023
Q4 | $260K | Buy |
666
+308
| +86% | +$120K | 0.02% | 490 |
|
|
2023
Q3 | $113K | Buy |
358
+57
| +19% | +$18K | 0.02% | 518 |
|
|
2023
Q2 | $105K | Sell |
301
-160
| -35% | -$55.6K | 0.02% | 446 |
|
|
2023
Q1 | $141K | Sell |
461
-5
| -1% | -$1.53K | 0.04% | 321 |
|
|
2022
Q4 | $130K | Buy |
+466
| New | +$130K | 0.05% | 282 |
|