LA
Legacy Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,110
| Closed | -$2.38M | – | 244 |
|
|
2025
Q1 | $2.38M | Buy |
5,110
+11
| +0.2% | +$5.12K | 0.24% | 78 |
|
|
2024
Q4 | $2.41M | Buy |
5,099
+3,254
| +176% | +$1.54M | 0.23% | 70 |
|
|
2024
Q3 | $876K | Buy |
1,845
+39
| +2% | +$18.5K | 0.09% | 173 |
|
|
2024
Q2 | $760K | Sell |
1,806
-438
| -20% | -$184K | 0.09% | 161 |
|
|
2024
Q1 | $882K | Sell |
2,244
-771
| -26% | -$303K | 0.11% | 147 |
|
|
2023
Q4 | $1.18M | Sell |
3,015
-1,094
| -27% | -$427K | 0.15% | 114 |
|
|
2023
Q3 | $1.3M | Buy |
4,109
+137
| +3% | +$43.3K | 0.21% | 100 |
|
|
2023
Q2 | $1.38M | Buy |
3,972
+592
| +18% | +$206K | 0.21% | 89 |
|
|
2023
Q1 | $1.03M | Buy |
3,380
+452
| +15% | +$138K | 0.19% | 94 |
|
|
2022
Q4 | $816K | Buy |
2,928
+531
| +22% | +$148K | 0.15% | 101 |
|
|
2022
Q3 | $583K | Buy |
2,397
+528
| +28% | +$128K | 0.13% | 104 |
|
|
2022
Q2 | $508K | Buy |
1,869
+708
| +61% | +$192K | 0.11% | 119 |
|
|
2022
Q1 | $392K | Buy |
+1,161
| New | +$392K | 0.08% | 139 |
|