Great Valley Advisor Group’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 | $425K | Buy |
847
+2
| +0.2% | +$1K | 0.01% | 651 |
|
|
2025
Q1 | $393K | Sell |
845
-34
| -4% | -$15.8K | 0.01% | 649 |
|
|
2024
Q4 | $416K | Sell |
879
-2
| -0.2% | -$947 | 0.01% | 612 |
|
|
2024
Q3 | $418K | Sell |
881
-43
| -5% | -$20.4K | 0.01% | 605 |
|
|
2024
Q2 | $389K | Buy |
924
+15
| +2% | +$6.32K | 0.01% | 594 |
|
|
2024
Q1 | $357K | Buy |
909
+52
| +6% | +$20.4K | 0.01% | 564 |
|
|
2023
Q4 | $335K | Buy |
857
+152
| +22% | +$59.4K | 0.01% | 551 |
|
|
2023
Q3 | $223K | Buy |
705
+88
| +14% | +$27.8K | 0.01% | 608 |
|
|
2023
Q2 | $215K | Buy |
+617
| New | +$215K | 0.01% | 644 |
|