Heritage Trust’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 | $389K | Hold |
775
| – | – | 0.04% | 231 |
|
|
2025
Q1 | $361K | Hold |
775
| – | – | 0.04% | 241 |
|
|
2024
Q4 | $367K | Buy |
+775
| New | +$367K | 0.04% | 241 |
|
|
2024
Q2 | $326K | Hold |
775
| – | – | 0.04% | 231 |
|
|
2024
Q1 | $305K | Sell |
775
-12
| -2% | -$4.72K | 0.04% | 230 |
|
|
2023
Q4 | $307K | Buy |
787
+12
| +2% | +$4.69K | 0.04% | 231 |
|
|
2023
Q3 | $245K | Hold |
775
| – | – | 0.04% | 234 |
|
|
2023
Q2 | $269K | Buy |
+775
| New | +$269K | 0.04% | 233 |
|