HCR Wealth Advisors’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 | $352K | Hold |
702
| – | – | 0.04% | 171 |
|
|
2025
Q1 | $327K | Buy |
702
+100
| +17% | +$46.6K | 0.04% | 173 |
|
|
2024
Q4 | $285K | Buy |
602
+2
| +0.3% | +$947 | 0.04% | 183 |
|
|
2024
Q3 | $285K | Hold |
600
| – | – | 0.04% | 183 |
|
|
2024
Q2 | $253K | Hold |
600
| – | – | 0.04% | 190 |
|
|
2024
Q1 | $236K | Hold |
600
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $234K | Buy |
+600
| New | +$234K | 0.04% | 179 |
|
|
2023
Q3 | – | Sell |
-612
| Closed | -$213K | – | 182 |
|
|
2023
Q2 | $213K | Sell |
612
-100
| -14% | -$34.8K | 0.04% | 163 |
|
|
2023
Q1 | $218K | Sell |
712
-100
| -12% | -$30.6K | 0.04% | 159 |
|
|
2022
Q4 | $226K | Buy |
+812
| New | +$226K | 0.05% | 155 |
|
|
2022
Q2 | – | Sell |
-612
| Closed | -$206K | – | 189 |
|
|
2022
Q1 | $206K | Hold |
612
| – | – | 0.03% | 181 |
|
|
2021
Q4 | $239K | Hold |
612
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $217K | Hold |
612
| – | – | 0.04% | 183 |
|
|
2021
Q2 | $222K | Buy |
+612
| New | +$222K | 0.04% | 178 |
|