Frank Rimerman 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
$1.52M Buy
3,038
+3
+0.1% +$1.51K 0.1% 149
2025
Q1
$1.41M Buy
3,035
+52
+2% +$24.2K 0.11% 150
2024
Q4
$1.41M Sell
2,983
-1,316
-31% -$623K 0.1% 144
2024
Q3
$2.04M Buy
4,299
+35
+0.8% +$16.6K 0.14% 116
2024
Q2
$1.79M Buy
+4,264
New +$1.79M 0.13% 129