Kestra Private Wealth Services’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 | $3.41M | Buy |
6,801
+1
| +0% | +$502 | 0.05% | 362 |
|
|
2025
Q1 | $3.17M | Sell |
6,800
-200
| -3% | -$93.1K | 0.05% | 349 |
|
|
2024
Q4 | $3.31M | Buy |
7,000
+57
| +0.8% | +$27K | 0.06% | 317 |
|
|
2024
Q3 | $3.3M | Sell |
6,943
-215
| -3% | -$102K | 0.06% | 307 |
|
|
2024
Q2 | $3.01M | Buy |
7,158
+95
| +1% | +$40K | 0.06% | 299 |
|
|
2024
Q1 | $2.78M | Sell |
7,063
-45
| -0.6% | -$17.7K | 0.06% | 300 |
|
|
2023
Q4 | $2.78M | Buy |
7,108
+195
| +3% | +$76.2K | 0.07% | 284 |
|
|
2023
Q3 | $2.19M | Buy |
6,913
+21
| +0.3% | +$6.64K | 0.07% | 290 |
|
|
2023
Q2 | $2.4M | Sell |
6,892
-1
| -0% | -$348 | 0.08% | 261 |
|
|
2023
Q1 | $2.11M | Sell |
6,893
-1,976
| -22% | -$605K | 0.08% | 260 |
|
|
2022
Q4 | $2.47M | Sell |
8,869
-671
| -7% | -$187K | 0.13% | 190 |
|
|
2022
Q3 | $2.32M | Buy |
9,540
+133
| +1% | +$32.3K | 0.13% | 180 |
|
|
2022
Q2 | $2.56M | Buy |
9,407
+2,505
| +36% | +$681K | 0.15% | 168 |
|
|
2022
Q1 | $2.33M | Buy |
6,902
+5,931
| +611% | +$2M | 0.12% | 196 |
|
|
2021
Q4 | $379K | Buy |
971
+119
| +14% | +$46.4K | 0.02% | 677 |
|
|
2021
Q3 | $302K | Sell |
852
-21
| -2% | -$7.44K | 0.02% | 705 |
|
|
2021
Q2 | $316K | Buy |
873
+2
| +0.2% | +$724 | 0.02% | 657 |
|
|
2021
Q1 | $260K | Buy |
871
+122
| +16% | +$36.4K | 0.02% | 645 |
|
|
2020
Q4 | $214K | Buy |
+749
| New | +$214K | 0.02% | 650 |
|