J.W. Cole Advisors’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 | $687K | Buy |
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|
2025
Q2 | $693K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $483K | Buy |
|
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $685K | Sell |
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|
2021
Q3 | $658K | Buy |
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