JFS Wealth 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 | $35.1K | Hold |
70
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $32.6K | Sell |
70
-1
| -1% | -$466 | ﹤0.01% | 552 |
|
|
2024
Q4 | $33.6K | Buy |
71
+1
| +1% | +$473 | ﹤0.01% | 534 |
|
|
2024
Q3 | $33.2K | Buy |
70
+2
| +3% | +$949 | ﹤0.01% | 535 |
|
|
2024
Q2 | $28.6K | Sell |
68
-1
| -1% | -$421 | ﹤0.01% | 518 |
|
|
2024
Q1 | $27.1K | Hold |
69
| – | – | ﹤0.01% | 562 |
|
|
2023
Q4 | $26.9K | Buy |
69
+6
| +10% | +$2.34K | ﹤0.01% | 522 |
|
|
2023
Q3 | $19.9K | Hold |
63
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $21.9K | Sell |
63
-2
| -3% | -$695 | ﹤0.01% | 527 |
|
|
2023
Q1 | $19.9K | Sell |
65
-59
| -48% | -$18.1K | ﹤0.01% | 538 |
|
|
2022
Q4 | $34.5K | Sell |
124
-15
| -11% | -$4.18K | ﹤0.01% | 419 |
|
|
2022
Q3 | $34K | Sell |
139
-4
| -3% | -$978 | ﹤0.01% | 454 |
|
|
2022
Q2 | $39K | Sell |
143
-6
| -4% | -$1.64K | ﹤0.01% | 442 |
|
|
2022
Q1 | $50K | Sell |
149
-109
| -42% | -$36.6K | ﹤0.01% | 431 |
|
|
2021
Q4 | $101K | Sell |
258
-6
| -2% | -$2.35K | 0.01% | 304 |
|
|
2021
Q3 | $94K | Buy |
+264
| New | +$94K | 0.01% | 323 |
|
|
2018
Q2 | – | Sell |
-18
| Closed | -$3K | – | 519 |
|
|
2018
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 456 |
|
|
2017
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 467 |
|