Kathleen S. Wright Associates’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 | $457K | Hold |
900
| – | – | 0.18% | 79 |
|
|
2025
Q1 | $414K | Hold |
900
| – | – | 0.17% | 82 |
|
|
2024
Q4 | $424K | Hold |
900
| – | – | 0.18% | 81 |
|
|
2024
Q3 | $424K | Hold |
900
| – | – | 0.18% | 81 |
|
|
2024
Q2 | $392K | Hold |
900
| – | – | 0.18% | 82 |
|
|
2024
Q1 | $347K | Hold |
900
| – | – | 0.16% | 84 |
|
|
2023
Q4 | $347K | Hold |
900
| – | – | 0.18% | 82 |
|
|
2023
Q3 | $283K | Buy |
900
+500
| +125% | +$157K | 0.16% | 88 |
|
|
2023
Q2 | $139K | Sell |
400
-500
| -56% | -$174K | 0.09% | 87 |
|
|
2023
Q1 | $275K | Hold |
900
| – | – | 0.18% | 75 |
|
|
2022
Q4 | $251K | Sell |
900
-300
| -25% | -$83.7K | 0.17% | 80 |
|
|
2022
Q3 | $292K | Buy |
1,200
+400
| +50% | +$97.3K | 0.24% | 72 |
|
|
2022
Q2 | $218K | Hold |
800
| – | – | 0.18% | 75 |
|
|
2022
Q1 | $270K | Buy |
800
+300
| +60% | +$101K | 0.2% | 71 |
|
|
2021
Q4 | $195K | Buy |
+500
| New | +$195K | 0.14% | 84 |
|