Heritage Wealth Management (Arizona)’s Moody's MCO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$968K	Sell
2024 Q1	$1M	Sell
2023 Q4	$1.02M	Buy
2022 Q4	$2.21M	Buy
2022 Q3	$902K	Buy
2022 Q2	$984K	Sell
2022 Q1	$1.25M	Buy
2021 Q3	$900K	Buy
2021 Q2	$794K	Sell
2021 Q1	$657K	Buy