Global Financial Private Client’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 | – | Sell |
-32
| Closed | -$14.9K | – | 1031 |
|
|
2025
Q1 | $14.9K | Buy |
32
+5
| +19% | +$2.33K | 0.01% | 499 |
|
|
2024
Q4 | $12.8K | Buy |
27
+3
| +13% | +$1.42K | ﹤0.01% | 503 |
|
|
2024
Q3 | $11.4K | Buy |
24
+20
| +500% | +$9.49K | ﹤0.01% | 530 |
|
|
2024
Q2 | $1.68K | Hold |
4
| – | – | ﹤0.01% | 588 |
|
|
2024
Q1 | $1.58K | Hold |
4
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $1.56K | Hold |
4
| – | – | ﹤0.01% | 599 |
|
|
2023
Q3 | $1.27K | Hold |
4
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $1.39K | Hold |
4
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $1.22K | Hold |
4
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $1.11K | Hold |
4
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 581 |
|
|
2022
Q2 | $1.1K | Hold |
4
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $1.36K | Hold |
4
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $1.56K | Hold |
4
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $1.44K | Hold |
4
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $1.46K | Hold |
4
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $1.23K | Hold |
4
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $1.16K | Buy |
+4
| New | +$1.16K | ﹤0.01% | 468 |
|