GSB Wealth Management’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
$400K Sell
797
-6
-0.7% -$3.01K 0.1% 156
2025
Q1
$374K Buy
803
+7
+0.9% +$3.26K 0.1% 156
2024
Q4
$377K Buy
796
+2
+0.3% +$947 0.1% 158
2024
Q3
$377K Hold
794
0.1% 159
2024
Q2
$334K Hold
794
0.09% 168
2024
Q1
$312K Hold
794
0.09% 172
2023
Q4
$310K Hold
794
0.1% 164
2023
Q3
$251K Buy
794
+6
+0.8% +$1.9K 0.08% 171
2023
Q2
$274K Hold
788
0.09% 174
2023
Q1
$241K Hold
788
0.08% 185
2022
Q4
$220K Buy
+788
New +$220K 0.08% 185
2022
Q3
Sell
-788
Closed -$214K 200
2022
Q2
$214K Hold
788
0.07% 198
2022
Q1
$266K Hold
788
0.08% 195
2021
Q4
$308K Buy
+788
New +$308K 0.09% 184
2021
Q3
Sell
-788
Closed -$286K 188
2021
Q2
$286K Hold
788
0.09% 187
2021
Q1
$235K Buy
+788
New +$235K 0.08% 194