Financial Advocates Investment Management’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 | $401K | Sell |
799
-206
| -20% | -$103K | 0.03% | 415 |
|
|
2025
Q1 | $468K | Buy |
1,005
+19
| +2% | +$8.84K | 0.03% | 441 |
|
|
2024
Q4 | $467K | Sell |
986
-19
| -2% | -$9K | 0.03% | 468 |
|
|
2024
Q3 | $477K | Buy |
1,005
+50
| +5% | +$23.7K | 0.03% | 467 |
|
|
2024
Q2 | $402K | Buy |
955
+291
| +44% | +$123K | 0.02% | 491 |
|
|
2024
Q1 | $261K | Buy |
664
+9
| +1% | +$3.53K | 0.02% | 640 |
|
|
2023
Q4 | $256K | Buy |
+655
| New | +$256K | 0.02% | 613 |
|