Hennion & Walsh Asset 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 | $4.01M | Sell |
7,997
-1,051
| -12% | -$527K | 0.16% | 150 |
|
|
2025
Q1 | $4.21M | Buy |
9,048
+471
| +5% | +$219K | 0.19% | 134 |
|
|
2024
Q4 | $4.06M | Buy |
8,577
+202
| +2% | +$95.6K | 0.18% | 133 |
|
|
2024
Q3 | $3.97M | Buy |
8,375
+1,517
| +22% | +$720K | 0.19% | 135 |
|
|
2024
Q2 | $2.89M | Buy |
6,858
+1,399
| +26% | +$589K | 0.15% | 173 |
|
|
2024
Q1 | $2.15M | Buy |
5,459
+1,621
| +42% | +$637K | 0.11% | 244 |
|
|
2023
Q4 | $1.5M | Buy |
3,838
+1,456
| +61% | +$569K | 0.09% | 304 |
|
|
2023
Q3 | $753K | Buy |
+2,382
| New | +$753K | 0.05% | 424 |
|
|
2022
Q3 | – | Sell |
-4,136
| Closed | -$1.13M | – | 790 |
|
|
2022
Q2 | $1.13M | Sell |
4,136
-114
| -3% | -$31K | 0.07% | 286 |
|
|
2022
Q1 | $1.43M | Sell |
4,250
-3,336
| -44% | -$1.13M | 0.08% | 274 |
|
|
2021
Q4 | $2.96M | Sell |
7,586
-99
| -1% | -$38.7K | 0.15% | 188 |
|
|
2021
Q3 | $2.73M | Sell |
7,685
-2,533
| -25% | -$899K | 0.14% | 203 |
|
|
2021
Q2 | $3.7M | Sell |
10,218
-143
| -1% | -$51.8K | 0.2% | 133 |
|
|
2021
Q1 | $3.09M | Buy |
+10,361
| New | +$3.09M | 0.19% | 151 |
|