High Net Worth Advisory Group’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$873K Sell
2025
Q1
$812K Hold
2024
Q4
$826K Hold
2024
Q3
$828K Hold
2024
Q2
$734K Hold
2024
Q1
$685K Hold
2023
Q4
$681K Hold
2023
Q3
$551K Hold
2023
Q2
$606K Hold
2023
Q1
$534K Hold
2022
Q4
$486K Hold
2022
Q3
$424K Hold
2022
Q2
$474K Hold
2022
Q1
$588K Hold
2021
Q4
$681K Buy