J.W. Coons 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
Q2 | $1.07M | Hold |
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|
2025
Q1 | $991K | Buy |
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|
2024
Q4 | $960K | Sell |
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|
2024
Q3 | $971K | Buy |
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|
2024
Q2 | $857K | Buy |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $683K | Hold |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $362K | Hold |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $549K | Hold |
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|
2021
Q3 | $499K | Hold |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $590K | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $872K | Buy |
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