Institute for Wealth Management’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
Q3 | $825K | Sell |
|
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|
2025
Q2 | $910K | Hold |
|
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|
2025
Q1 | $845K | Buy |
|
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|
2024
Q4 | $845K | Sell |
|
|||||
|
2024
Q3 | $851K | Sell |
|
|||||
|
2024
Q2 | $773K | Buy |
|
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|
2024
Q1 | $633K | Sell |
|
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|
2023
Q4 | $636K | Buy |
|
|||||
|
2023
Q3 | $513K | Sell |
|
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|
2023
Q2 | $566K | Sell |
|
|||||
|
2023
Q1 | $515K | Sell |
|
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|
2022
Q4 | $481K | Buy |
|
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|
2022
Q3 | $390K | Sell |
|
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|
2022
Q2 | $440K | Buy |
|
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|
2022
Q1 | $404K | Buy |
|
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|
2021
Q4 | $426K | Buy |
|
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|
2021
Q3 | $341K | Buy |
|
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|
2021
Q2 | $208K | Buy |
|