Integrated Wealth Concepts’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
Q2
$899K Buy
2025
Q1
$724K Buy
2024
Q4
$587K Buy
2024
Q3
$558K Buy
2024
Q2
$466K Buy
2024
Q1
$394K Buy
2023
Q4
$327K Sell
2023
Q3
$285K Sell
2023
Q2
$329K Buy
2023
Q1
$201K Buy