Integrated Wealth Concepts’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 | $899K | Buy |
1,793
+238
| +15% | +$119K | 0.01% | 980 |
|
|
2025
Q1 | $724K | Buy |
1,555
+314
| +25% | +$146K | 0.01% | 979 |
|
|
2024
Q4 | $587K | Buy |
1,241
+65
| +6% | +$30.8K | 0.01% | 1057 |
|
|
2024
Q3 | $558K | Buy |
1,176
+69
| +6% | +$32.8K | 0.01% | 1038 |
|
|
2024
Q2 | $466K | Buy |
1,107
+106
| +11% | +$44.6K | 0.01% | 1077 |
|
|
2024
Q1 | $394K | Buy |
1,001
+164
| +20% | +$64.5K | 0.01% | 1167 |
|
|
2023
Q4 | $327K | Sell |
837
-64
| -7% | -$25K | 0.01% | 1221 |
|
|
2023
Q3 | $285K | Sell |
901
-44
| -5% | -$13.9K | 0.01% | 1251 |
|
|
2023
Q2 | $329K | Buy |
945
+289
| +44% | +$101K | 0.01% | 1183 |
|
|
2023
Q1 | $201K | Buy |
+656
| New | +$201K | ﹤0.01% | 1221 |
|