Heritage 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 | $1K | Hold |
2
| – | – | ﹤0.01% | 533 |
|
|
2025
Q1 | $931 | Sell |
2
-1
| -33% | -$466 | ﹤0.01% | 536 |
|
|
2024
Q4 | $1.42K | Hold |
3
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $1.42K | Buy |
+3
| New | +$1.42K | ﹤0.01% | 563 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$1.42K | – | 528 |
|
|
2019
Q4 | $1.42K | Buy |
+6
| New | +$1.42K | ﹤0.01% | 622 |
|