Fiduciary Alliance’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 | $6.69M | Sell |
13,345
-1,508
| -10% | -$756K | 0.5% | 53 |
|
|
2025
Q1 | $6.92M | Buy |
14,853
+537
| +4% | +$250K | 0.68% | 34 |
|
|
2024
Q4 | $6.78M | Buy |
14,316
+3,510
| +32% | +$1.66M | 0.69% | 39 |
|
|
2024
Q3 | $5.13M | Buy |
10,806
+504
| +5% | +$239K | 0.68% | 42 |
|
|
2024
Q2 | $4.39M | Buy |
10,302
+472
| +5% | +$201K | 0.71% | 41 |
|
|
2024
Q1 | $3.87M | Sell |
9,830
-262
| -3% | -$103K | 0.68% | 42 |
|
|
2023
Q4 | $3.94M | Buy |
10,092
+83
| +0.8% | +$32.4K | 0.78% | 41 |
|
|
2023
Q3 | $3.16M | Buy |
10,009
+2,418
| +32% | +$765K | 0.73% | 41 |
|
|
2023
Q2 | $2.64M | Buy |
+7,591
| New | +$2.64M | 0.57% | 45 |
|