HB 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 | $6.84M | Buy |
13,636
+103
| +0.8% | +$51.7K | 0.05% | 182 |
|
|
2025
Q1 | $6.3M | Buy |
13,533
+10,352
| +325% | +$4.82M | 0.05% | 189 |
|
|
2024
Q4 | $1.51M | Buy |
3,181
+217
| +7% | +$103K | 0.02% | 337 |
|
|
2024
Q3 | $1.41M | Buy |
2,964
+140
| +5% | +$66.4K | 0.02% | 330 |
|
|
2024
Q2 | $1.19M | Buy |
2,824
+446
| +19% | +$188K | 0.01% | 333 |
|
|
2024
Q1 | $935K | Buy |
2,378
+38
| +2% | +$14.9K | 0.01% | 364 |
|
|
2023
Q4 | $914K | Buy |
2,340
+26
| +1% | +$10.2K | 0.01% | 333 |
|
|
2023
Q3 | $732K | Buy |
2,314
+373
| +19% | +$118K | 0.01% | 352 |
|
|
2023
Q2 | $675K | Buy |
1,941
+154
| +9% | +$53.5K | 0.01% | 357 |
|
|
2023
Q1 | $547K | Buy |
1,787
+145
| +9% | +$44.4K | 0.01% | 396 |
|
|
2022
Q4 | $457K | Buy |
1,642
+375
| +30% | +$104K | 0.01% | 417 |
|
|
2022
Q3 | $308K | Buy |
1,267
+254
| +25% | +$61.7K | 0.01% | 434 |
|
|
2022
Q2 | $276K | Buy |
1,013
+121
| +14% | +$33K | 0.01% | 459 |
|
|
2022
Q1 | $301K | Sell |
892
-3,642
| -80% | -$1.23M | 0.01% | 454 |
|
|
2021
Q4 | $1.77M | Buy |
+4,534
| New | +$1.77M | 0.04% | 171 |
|