Jackson Grant Investment Advisers’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 | $6.52K | Hold |
13
| – | – | ﹤0.01% | 291 |
|
|
2025
Q1 | $6.05K | Hold |
13
| – | – | ﹤0.01% | 291 |
|
|
2024
Q4 | $6.15K | Hold |
13
| – | – | ﹤0.01% | 299 |
|
|
2024
Q3 | $6.17K | Hold |
13
| – | – | ﹤0.01% | 299 |
|
|
2024
Q2 | $5.47K | Hold |
13
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $5.11K | Hold |
13
| – | – | ﹤0.01% | 301 |
|
|
2023
Q4 | $5.08K | Hold |
13
| – | – | ﹤0.01% | 290 |
|
|
2023
Q3 | $4.11K | Hold |
13
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $4.52K | Sell |
13
-169
| -93% | -$58.8K | ﹤0.01% | 302 |
|
|
2023
Q1 | $55.7K | Buy |
182
+13
| +8% | +$3.98K | 0.03% | 172 |
|
|
2022
Q4 | $47.1K | Hold |
169
| – | – | 0.02% | 182 |
|
|
2022
Q3 | $41K | Hold |
169
| – | – | 0.02% | 191 |
|
|
2022
Q2 | $46K | Hold |
169
| – | – | 0.02% | 189 |
|
|
2022
Q1 | $57K | Hold |
169
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $66K | Hold |
169
| – | – | 0.03% | 150 |
|
|
2021
Q3 | $60K | Hold |
169
| – | – | 0.03% | 186 |
|
|
2021
Q2 | $61K | Hold |
169
| – | – | 0.03% | 184 |
|
|
2021
Q1 | $50K | Hold |
169
| – | – | 0.02% | 196 |
|
|
2020
Q4 | $49K | Buy |
+169
| New | +$49K | 0.03% | 187 |
|