Geller Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $836K | Buy |
1,767
+17
| +1% | +$8.05K | 0.06% | 79 |
|
|
2024
Q3 | $831K | Sell |
1,750
-28
| -2% | -$13.3K | 0.06% | 89 |
|
|
2024
Q2 | $748K | Sell |
1,778
-44
| -2% | -$18.5K | 0.06% | 99 |
|
|
2024
Q1 | $716K | Sell |
1,822
-122
| -6% | -$48K | 0.06% | 100 |
|
|
2023
Q4 | $759K | Sell |
1,944
-20
| -1% | -$7.81K | 0.07% | 83 |
|
|
2023
Q3 | $621K | Buy |
1,964
+1,195
| +155% | +$378K | 0.07% | 88 |
|
|
2023
Q2 | $267K | Buy |
769
+97
| +14% | +$33.7K | 0.03% | 205 |
|
|
2023
Q1 | $206K | Buy |
+672
| New | +$206K | 0.03% | 173 |
|
|
2022
Q2 | – | Sell |
-721
| Closed | -$243K | – | 159 |
|
|
2022
Q1 | $243K | Buy |
721
+67
| +10% | +$22.6K | 0.05% | 132 |
|
|
2021
Q4 | $255K | Buy |
654
+21
| +3% | +$8.19K | 0.05% | 135 |
|
|
2021
Q3 | $225K | Buy |
+633
| New | +$225K | 0.05% | 136 |
|