HB Wealth Management’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
$6.49M Sell
2025
Q2
$6.84M Buy
2025
Q1
$6.3M Buy
2024
Q4
$1.51M Buy
2024
Q3
$1.41M Buy
2024
Q2
$1.19M Buy
2024
Q1
$935K Buy
2023
Q4
$914K Buy
2023
Q3
$732K Buy
2023
Q2
$675K Buy
2023
Q1
$547K Buy
2022
Q4
$457K Buy
2022
Q3
$308K Buy
2022
Q2
$276K Buy
2022
Q1
$301K Sell
2021
Q4
$1.77M Buy