Forum Financial 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 | $336K | Sell |
669
-82
| -11% | -$41.1K | 0.01% | 608 |
|
|
2025
Q1 | $350K | Buy |
751
+29
| +4% | +$13.5K | 0.01% | 512 |
|
|
2024
Q4 | $342K | Buy |
722
+105
| +17% | +$49.7K | 0.01% | 538 |
|
|
2024
Q3 | $293K | Buy |
617
+2
| +0.3% | +$949 | ﹤0.01% | 531 |
|
|
2024
Q2 | $259K | Buy |
615
+1
| +0.2% | +$421 | ﹤0.01% | 539 |
|
|
2024
Q1 | $241K | Hold |
614
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $240K | Buy |
+614
| New | +$240K | ﹤0.01% | 560 |
|
|
2023
Q3 | – | Sell |
-596
| Closed | -$207K | – | 661 |
|
|
2023
Q2 | $207K | Buy |
+596
| New | +$207K | ﹤0.01% | 600 |
|
|
2022
Q1 | – | Sell |
-800
| Closed | -$312K | – | 651 |
|
|
2021
Q4 | $312K | Buy |
+800
| New | +$312K | 0.02% | 400 |
|