JFS Wealth 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 | $33.4K | Hold |
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|
2025
Q2 | $35.1K | Hold |
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|
2025
Q1 | $32.6K | Sell |
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|
2024
Q4 | $33.6K | Buy |
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|
2024
Q3 | $33.2K | Buy |
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|
2024
Q2 | $28.6K | Sell |
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|
2024
Q1 | $27.1K | Hold |
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|
2023
Q4 | $26.9K | Buy |
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|
2023
Q3 | $19.9K | Hold |
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|
2023
Q2 | $21.9K | Sell |
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|
2023
Q1 | $19.9K | Sell |
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|
2022
Q4 | $34.5K | Sell |
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|
2022
Q3 | $34K | Sell |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $101K | Sell |
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|
2021
Q3 | $94K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Buy |
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