IWS
Insight Wealth Strategies’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Buy |
9,942
+53
| +0.5% | +$26.6K | 0.63% | 38 |
|
|
2025
Q1 | $4.6M | Sell |
9,889
-16
| -0.2% | -$7.45K | 0.62% | 39 |
|
|
2024
Q4 | $4.69M | Sell |
9,905
-262
| -3% | -$124K | 0.63% | 38 |
|
|
2024
Q3 | $4.83M | Buy |
10,167
+40
| +0.4% | +$19K | 0.64% | 38 |
|
|
2024
Q2 | $4.26M | Buy |
10,127
+532
| +6% | +$224K | 0.61% | 37 |
|
|
2024
Q1 | $3.77M | Buy |
+9,595
| New | +$3.77M | 0.55% | 42 |
|