Great Valley Advisor Group’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$404K Hold
2025
Q2
$425K Buy
2025
Q1
$393K Sell
2024
Q4
$416K Sell
2024
Q3
$418K Sell
2024
Q2
$389K Buy
2024
Q1
$357K Buy
2023
Q4
$335K Buy
2023
Q3
$223K Buy
2023
Q2
$215K Buy