Kingsview 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
$389K Sell
776
-112
-13% -$56.2K 0.01% 858
2025
Q1
$414K Buy
888
+106
+14% +$49.4K 0.01% 788
2024
Q4
$370K Buy
782
+60
+8% +$28.4K 0.01% 829
2024
Q3
$343K Buy
722
+70
+11% +$33.2K 0.01% 839
2024
Q2
$274K Buy
652
+124
+23% +$52.2K 0.01% 870
2024
Q1
$208K Buy
+528
New +$208K 0.01% 955