Keebeck Wealth Management’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 | $2.96M | Sell |
5,904
-22
| -0.4% | -$11K | 0.39% | 67 |
|
2025
Q1 | $2.76M | Sell |
5,926
-104
| -2% | -$48.4K | 0.41% | 68 |
|
2024
Q4 | $2.85M | Sell |
6,030
-33
| -0.5% | -$15.6K | 0.41% | 67 |
|
2024
Q3 | $2.88M | Sell |
6,063
-111
| -2% | -$52.7K | 0.42% | 69 |
|
2024
Q2 | $2.6M | Sell |
6,174
-321
| -5% | -$135K | 0.38% | 79 |
|
2024
Q1 | $2.55M | Sell |
6,495
-122
| -2% | -$48K | 0.38% | 74 |
|
2023
Q4 | $2.58M | Sell |
6,617
-130
| -2% | -$50.8K | 0.43% | 66 |
|
2023
Q3 | $2.13M | Buy |
6,747
+183
| +3% | +$57.9K | 0.37% | 76 |
|
2023
Q2 | $2.28M | Buy |
6,564
+944
| +17% | +$328K | 0.31% | 79 |
|
2023
Q1 | $1.72M | Buy |
5,620
+872
| +18% | +$267K | 0.28% | 86 |
|
2022
Q4 | $1.32M | Buy |
4,748
+61
| +1% | +$17K | 0.23% | 95 |
|
2022
Q3 | $1.14M | Buy |
4,687
+529
| +13% | +$129K | 0.22% | 101 |
|
2022
Q2 | $1.13M | Buy |
4,158
+708
| +21% | +$193K | 0.22% | 103 |
|
2022
Q1 | $1.16M | Buy |
3,450
+482
| +16% | +$163K | 0.19% | 107 |
|
2021
Q4 | $1.16M | Buy |
2,968
+190
| +7% | +$74.2K | 0.21% | 99 |
|
2021
Q3 | $986K | Sell |
2,778
-346
| -11% | -$123K | 0.19% | 105 |
|
2021
Q2 | $1.13M | Buy |
3,124
+403
| +15% | +$146K | 0.16% | 113 |
|
2021
Q1 | $812K | Buy |
2,721
+60
| +2% | +$17.9K | 0.13% | 129 |
|
2020
Q4 | $772K | Buy |
2,661
+919
| +53% | +$267K | 0.13% | 121 |
|
2020
Q3 | $504K | Buy |
1,742
+127
| +8% | +$36.7K | 0.1% | 134 |
|
2020
Q2 | $443K | Buy |
+1,615
| New | +$443K | 0.14% | 120 |
|