Journey Strategic Wealth’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
$307K Buy
612
+112
+22% +$56.2K 0.01% 422
2025
Q1
$233K Buy
500
+41
+9% +$19.1K 0.01% 421
2024
Q4
$217K Buy
459
+2
+0.4% +$947 0.01% 443
2024
Q3
$217K Buy
+457
New +$217K 0.01% 451