Larson Financial Group’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 | $198K | Buy |
395
+172
| +77% | +$86.3K | 0.01% | 655 |
|
|
2025
Q1 | $104K | Buy |
223
+102
| +84% | +$47.5K | ﹤0.01% | 783 |
|
|
2024
Q4 | $57.3K | Buy |
121
+54
| +81% | +$25.6K | ﹤0.01% | 859 |
|
|
2024
Q3 | $31.7K | Buy |
67
+49
| +272% | +$23.2K | ﹤0.01% | 1039 |
|
|
2024
Q2 | $7.45K | Buy |
18
+4
| +29% | +$1.66K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $5.37K | Sell |
14
-20
| -59% | -$7.68K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $13.1K | Buy |
34
+1
| +3% | +$387 | ﹤0.01% | 949 |
|
|
2023
Q3 | $10.3K | Sell |
33
-1
| -3% | -$313 | ﹤0.01% | 988 |
|
|
2023
Q2 | $11.7K | Hold |
34
| – | – | ﹤0.01% | 884 |
|
|
2023
Q1 | $10.3K | Buy |
34
+4
| +13% | +$1.21K | ﹤0.01% | 919 |
|
|
2022
Q4 | $8.36K | Hold |
30
| – | – | ﹤0.01% | 913 |
|
|
2022
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 881 |
|
|
2022
Q2 | $8K | Buy |
30
+20
| +200% | +$5.33K | ﹤0.01% | 781 |
|
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 868 |
|
|
2021
Q4 | $4K | Hold |
10
| – | – | ﹤0.01% | 858 |
|
|
2021
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 722 |
|
|
2021
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 654 |
|
|
2021
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 675 |
|
|
2020
Q4 | $3K | Sell |
10
-12
| -55% | -$3.6K | ﹤0.01% | 603 |
|
|
2020
Q3 | $6K | Buy |
22
+12
| +120% | +$3.27K | ﹤0.01% | 505 |
|
|
2020
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 437 |
|