Heritage Family Offices’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	$1.14M	Hold	2,481	–	–	0.58%	36
2025 Q1	$1.16M	Buy	2,481 +18	+0.7%	+$8.38K	0.59%	35
2024 Q4	$1.17M	Buy	2,463 +165	+7%	+$78.1K	0.58%	36
2024 Q3	$1.09M	Sell	2,298 -1	-0%	-$475	0.56%	38
2024 Q2	$968K	Buy	+2,299	New	+$968K	0.54%	41