IFP 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 | $2.03M | Sell |
3,827
-123
| -3% | -$65.2K | 0.06% | 354 |
|
|
2025
Q1 | $1.84M | Buy |
3,950
+2,221
| +128% | +$1.04M | 0.06% | 369 |
|
|
2024
Q4 | $820K | Sell |
1,729
-8
| -0.5% | -$3.79K | 0.03% | 576 |
|
|
2024
Q3 | $825K | Buy |
1,737
+22
| +1% | +$10.5K | 0.03% | 525 |
|
|
2024
Q2 | $722K | Buy |
1,715
+32
| +2% | +$13.5K | 0.03% | 535 |
|
|
2024
Q1 | $662K | Sell |
1,683
-16
| -0.9% | -$6.29K | 0.03% | 530 |
|
|
2023
Q4 | $664K | Buy |
1,699
+152
| +10% | +$59.4K | 0.03% | 495 |
|
|
2023
Q3 | $489K | Sell |
1,547
-333
| -18% | -$105K | 0.02% | 599 |
|
|
2023
Q2 | $654K | Buy |
1,880
+13
| +0.7% | +$4.52K | 0.03% | 557 |
|
|
2023
Q1 | $89.5K | Sell |
1,867
-1,373
| -42% | -$65.8K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $297K | Sell |
3,240
-203
| -6% | -$18.6K | 0.01% | 1149 |
|
|
2022
Q3 | $308K | Buy |
3,443
+386
| +13% | +$34.5K | 0.01% | 1182 |
|
|
2022
Q2 | $277K | Hold |
3,057
| – | – | 0.01% | 1121 |
|
|
2022
Q1 | $277K | Buy |
3,057
+1,534
| +101% | +$139K | 0.01% | 1121 |
|
|
2021
Q4 | $614K | Sell |
1,523
-121
| -7% | -$48.8K | 0.01% | 517 |
|
|
2021
Q3 | $590K | Buy |
1,644
+229
| +16% | +$82.2K | 0.01% | 520 |
|
|
2021
Q2 | $514K | Buy |
1,415
+94
| +7% | +$34.1K | 0.01% | 543 |
|
|
2021
Q1 | $401K | Buy |
1,321
+173
| +15% | +$52.5K | 0.01% | 590 |
|
|
2020
Q4 | $338K | Buy |
1,148
+78
| +7% | +$23K | 0.01% | 622 |
|
|
2020
Q3 | $312K | Sell |
1,070
-11
| -1% | -$3.21K | 0.02% | 558 |
|
|
2020
Q2 | $291K | Buy |
1,081
+235
| +28% | +$63.3K | 0.02% | 548 |
|
|
2020
Q1 | $188K | Sell |
846
-163
| -16% | -$36.2K | 0.02% | 596 |
|
|
2019
Q4 | $234K | Sell |
1,009
-567
| -36% | -$131K | 0.02% | 616 |
|
|
2019
Q3 | $321K | Buy |
+1,576
| New | +$321K | 0.02% | 610 |
|
|
2019
Q1 | $47K | Sell |
261
-684
| -72% | -$123K | 0.01% | 993 |
|
|
2018
Q4 | $132K | Sell |
945
-450
| -32% | -$62.9K | 0.01% | 1050 |
|
|
2018
Q3 | $233K | Sell |
1,395
-73
| -5% | -$12.2K | 0.01% | 992 |
|
|
2018
Q2 | $250K | Buy |
1,468
+145
| +11% | +$24.7K | 0.01% | 950 |
|
|
2018
Q1 | $195K | Hold |
1,323
| – | – | 0.01% | 1005 |
|
|
2017
Q4 | $195K | Buy |
1,323
+48
| +4% | +$7.08K | 0.01% | 1004 |
|
|
2017
Q3 | $177K | Buy |
1,275
+130
| +11% | +$18K | 0.01% | 1204 |
|
|
2017
Q2 | $139K | Buy |
1,145
+502
| +78% | +$60.9K | 0.01% | 1332 |
|
|
2017
Q1 | $72K | Buy |
643
+5
| +0.8% | +$560 | ﹤0.01% | 1696 |
|
|
2016
Q4 | $60K | Sell |
638
-89
| -12% | -$8.37K | ﹤0.01% | 1757 |
|
|
2016
Q3 | $79K | Buy |
727
+1
| +0.1% | +$109 | ﹤0.01% | 1515 |
|
|
2016
Q2 | $68K | Buy |
726
+465
| +178% | +$43.6K | ﹤0.01% | 1567 |
|
|
2016
Q1 | $47K | Sell |
261
-480
| -65% | -$86.4K | 0.01% | 993 |
|
|
2015
Q4 | $74K | Buy |
+741
| New | +$74K | 0.01% | 1345 |
|