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