Glassman Wealth Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-507
| Closed | -$198K | – | 1137 |
|
|
2023
Q4 | $198K | Sell |
507
-212
| -29% | -$82.8K | 0.03% | 189 |
|
|
2023
Q3 | $227K | Sell |
719
-1
| -0.1% | -$316 | 0.04% | 151 |
|
|
2023
Q2 | $250K | Buy |
720
+478
| +198% | +$166K | 0.04% | 139 |
|
|
2023
Q1 | $74.1K | Buy |
242
+47
| +24% | +$14.4K | 0.01% | 319 |
|
|
2022
Q4 | $54.3K | Sell |
195
-37
| -16% | -$10.3K | 0.01% | 401 |
|
|
2022
Q3 | $56K | Buy |
232
+11
| +5% | +$2.66K | 0.01% | 362 |
|
|
2022
Q2 | $60K | Buy |
221
+11
| +5% | +$2.99K | 0.01% | 350 |
|
|
2022
Q1 | $71K | Buy |
210
+11
| +6% | +$3.72K | 0.01% | 324 |
|
|
2021
Q4 | $78K | Buy |
199
+40
| +25% | +$15.7K | 0.01% | 290 |
|
|
2021
Q3 | $56K | Buy |
159
+17
| +12% | +$5.99K | 0.01% | 334 |
|
|
2021
Q2 | $51K | Buy |
142
+10
| +8% | +$3.59K | 0.01% | 352 |
|
|
2021
Q1 | $39K | Buy |
132
+38
| +40% | +$11.2K | 0.01% | 377 |
|
|
2020
Q4 | $27K | Sell |
94
-6
| -6% | -$1.72K | 0.01% | 457 |
|
|
2020
Q3 | $29K | Buy |
100
+28
| +39% | +$8.12K | 0.01% | 381 |
|
|
2020
Q2 | $20K | Buy |
72
+32
| +80% | +$8.89K | 0.01% | 382 |
|
|
2020
Q1 | $8K | Sell |
40
-2
| -5% | -$400 | ﹤0.01% | 460 |
|
|
2019
Q4 | $10K | Buy |
42
+3
| +8% | +$714 | ﹤0.01% | 483 |
|
|
2019
Q3 | $8K | Buy |
39
+4
| +11% | +$821 | ﹤0.01% | 476 |
|
|
2019
Q2 | $7K | Buy |
35
+3
| +9% | +$600 | ﹤0.01% | 500 |
|
|
2019
Q1 | $6K | Buy |
32
+20
| +167% | +$3.75K | ﹤0.01% | 518 |
|
|
2018
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 560 |
|
|
2018
Q3 | $2K | Sell |
12
-3
| -20% | -$500 | ﹤0.01% | 601 |
|
|
2018
Q2 | $3K | Sell |
15
-7
| -32% | -$1.4K | ﹤0.01% | 508 |
|
|
2018
Q1 | $4K | Sell |
22
-8
| -27% | -$1.46K | ﹤0.01% | 455 |
|
|
2017
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 430 |
|