Heritage Wealth Management (Arizona)’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $968K | Sell |
2,299
-253
| -10% | -$106K | 0.54% | 41 |
|
|
2024
Q1 | $1M | Sell |
2,552
-64
| -2% | -$25.2K | 0.51% | 44 |
|
|
2023
Q4 | $1.02M | Buy |
+2,616
| New | +$1.02M | 0.55% | 41 |
|
|
2022
Q4 | $2.21M | Buy |
7,938
+4,226
| +114% | +$1.18M | 0.32% | 56 |
|
|
2022
Q3 | $902K | Buy |
3,712
+93
| +3% | +$22.6K | 0.29% | 60 |
|
|
2022
Q2 | $984K | Sell |
3,619
-77
| -2% | -$20.9K | 0.33% | 57 |
|
|
2022
Q1 | $1.25M | Buy |
+3,696
| New | +$1.25M | 0.34% | 57 |
|
|
2021
Q3 | $900K | Buy |
2,535
+344
| +16% | +$122K | 0.32% | 58 |
|
|
2021
Q2 | $794K | Sell |
2,191
-10
| -0.5% | -$3.62K | 0.3% | 70 |
|
|
2021
Q1 | $657K | Buy |
+2,201
| New | +$657K | 0.37% | 62 |
|