HNWAG
High Net Worth Advisory Group’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
1,740
-4
| -0.2% | -$2.01K | 0.23% | 92 |
|
|
2025
Q1 | $812K | Hold |
1,744
| – | – | 0.23% | 96 |
|
|
2024
Q4 | $826K | Hold |
1,744
| – | – | 0.23% | 95 |
|
|
2024
Q3 | $828K | Hold |
1,744
| – | – | 0.23% | 94 |
|
|
2024
Q2 | $734K | Hold |
1,744
| – | – | 0.22% | 94 |
|
|
2024
Q1 | $685K | Hold |
1,744
| – | – | 0.22% | 100 |
|
|
2023
Q4 | $681K | Hold |
1,744
| – | – | 0.25% | 92 |
|
|
2023
Q3 | $551K | Hold |
1,744
| – | – | 0.22% | 98 |
|
|
2023
Q2 | $606K | Hold |
1,744
| – | – | 0.24% | 98 |
|
|
2023
Q1 | $534K | Hold |
1,744
| – | – | 0.22% | 101 |
|
|
2022
Q4 | $486K | Hold |
1,744
| – | – | 0.19% | 108 |
|
|
2022
Q3 | $424K | Hold |
1,744
| – | – | 0.18% | 111 |
|
|
2022
Q2 | $474K | Hold |
1,744
| – | – | 0.2% | 107 |
|
|
2022
Q1 | $588K | Hold |
1,744
| – | – | 0.21% | 95 |
|
|
2021
Q4 | $681K | Buy |
+1,744
| New | +$681K | 0.24% | 90 |
|