J.W. Cole Advisors’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 | $693K | Buy |
1,381
+37
| +3% | +$18.6K | 0.01% | 806 |
|
|
2025
Q1 | $626K | Buy |
1,344
+325
| +32% | +$151K | 0.02% | 703 |
|
|
2024
Q4 | $483K | Buy |
1,019
+83
| +9% | +$39.3K | 0.02% | 612 |
|
|
2024
Q3 | $444K | Sell |
936
-5
| -0.5% | -$2.37K | 0.02% | 638 |
|
|
2024
Q2 | $396K | Sell |
941
-868
| -48% | -$365K | 0.02% | 598 |
|
|
2024
Q1 | $711K | Buy |
1,809
+26
| +1% | +$10.2K | 0.04% | 426 |
|
|
2023
Q4 | $697K | Buy |
1,783
+4
| +0.2% | +$1.56K | 0.04% | 385 |
|
|
2023
Q3 | $562K | Buy |
1,779
+7
| +0.4% | +$2.21K | 0.04% | 387 |
|
|
2023
Q2 | $616K | Buy |
1,772
+26
| +1% | +$9.04K | 0.04% | 371 |
|
|
2023
Q1 | $534K | Sell |
1,746
-320
| -15% | -$97.9K | 0.04% | 431 |
|
|
2022
Q4 | $576K | Buy |
2,066
+316
| +18% | +$88.1K | 0.04% | 387 |
|
|
2022
Q3 | $425K | Sell |
1,750
-3
| -0.2% | -$729 | 0.04% | 435 |
|
|
2022
Q2 | $477K | Sell |
1,753
-43
| -2% | -$11.7K | 0.04% | 416 |
|
|
2022
Q1 | $606K | Buy |
1,796
+43
| +2% | +$14.5K | 0.04% | 397 |
|
|
2021
Q4 | $685K | Sell |
1,753
-101
| -5% | -$39.5K | 0.04% | 377 |
|
|
2021
Q3 | $658K | Buy |
+1,854
| New | +$658K | 0.05% | 213 |
|