Institute for Wealth Management’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 | $910K | Hold |
1,814
| – | – | 0.1% | 209 |
|
|
2025
Q1 | $845K | Buy |
1,814
+30
| +2% | +$14K | 0.11% | 210 |
|
|
2024
Q4 | $845K | Sell |
1,784
-8
| -0.4% | -$3.79K | 0.11% | 203 |
|
|
2024
Q3 | $851K | Sell |
1,792
-44
| -2% | -$20.9K | 0.11% | 207 |
|
|
2024
Q2 | $773K | Buy |
1,836
+225
| +14% | +$94.7K | 0.1% | 205 |
|
|
2024
Q1 | $633K | Sell |
1,611
-17
| -1% | -$6.68K | 0.08% | 240 |
|
|
2023
Q4 | $636K | Buy |
1,628
+4
| +0.2% | +$1.56K | 0.1% | 224 |
|
|
2023
Q3 | $513K | Sell |
1,624
-3
| -0.2% | -$949 | 0.09% | 249 |
|
|
2023
Q2 | $566K | Sell |
1,627
-57
| -3% | -$19.8K | 0.1% | 232 |
|
|
2023
Q1 | $515K | Sell |
1,684
-42
| -2% | -$12.9K | 0.1% | 251 |
|
|
2022
Q4 | $481K | Buy |
1,726
+123
| +8% | +$34.3K | 0.1% | 264 |
|
|
2022
Q3 | $390K | Sell |
1,603
-16
| -1% | -$3.89K | 0.09% | 284 |
|
|
2022
Q2 | $440K | Buy |
1,619
+423
| +35% | +$115K | 0.09% | 298 |
|
|
2022
Q1 | $404K | Buy |
1,196
+105
| +10% | +$35.5K | 0.07% | 330 |
|
|
2021
Q4 | $426K | Buy |
1,091
+132
| +14% | +$51.5K | 0.07% | 308 |
|
|
2021
Q3 | $341K | Buy |
959
+384
| +67% | +$137K | 0.06% | 339 |
|
|
2021
Q2 | $208K | Buy |
+575
| New | +$208K | 0.04% | 455 |
|