Kathleen S. Wright Associates’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 | $435K | Hold |
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|
2025
Q2 | $457K | Hold |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $424K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $195K | Buy |
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