Independent Advisor Alliance’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 | $1.52M | Sell |
3,021
-28
| -0.9% | -$14K | 0.04% | 333 |
|
|
2025
Q1 | $1.42M | Sell |
3,049
-406
| -12% | -$189K | 0.05% | 307 |
|
|
2024
Q4 | $1.64M | Buy |
3,455
+455
| +15% | +$215K | 0.02% | 571 |
|
|
2024
Q3 | $1.42M | Buy |
3,000
+475
| +19% | +$225K | 0.05% | 270 |
|
|
2024
Q2 | $1.06M | Buy |
2,525
+50
| +2% | +$21K | 0.04% | 313 |
|
|
2024
Q1 | $973K | Buy |
2,475
+474
| +24% | +$186K | 0.04% | 326 |
|
|
2023
Q4 | $782K | Sell |
2,001
-396
| -17% | -$155K | 0.03% | 345 |
|
|
2023
Q3 | $758K | Buy |
2,397
+11
| +0.5% | +$3.48K | 0.03% | 336 |
|
|
2023
Q2 | $830K | Buy |
2,386
+37
| +2% | +$12.9K | 0.04% | 327 |
|
|
2023
Q1 | $719K | Buy |
+2,349
| New | +$719K | 0.03% | 345 |
|