Heritage Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $339K | Hold |
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|
2025
Q4 | $397K | Buy |
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|
2025
Q3 | $369K | Hold |
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|
2025
Q2 | $389K | Hold |
|
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $367K | Buy |
|
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $269K | Buy |
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