Legacy Capital Wealth Partners’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 | $601K | Sell |
1,199
-32
| -3% | -$16.1K | 0.14% | 160 |
|
|
2025
Q1 | $573K | Buy |
1,231
+74
| +6% | +$34.5K | 0.14% | 153 |
|
|
2024
Q4 | $548K | Sell |
1,157
-45
| -4% | -$21.3K | 0.14% | 154 |
|
|
2024
Q3 | $570K | Sell |
1,202
-232
| -16% | -$110K | 0.11% | 170 |
|
|
2024
Q2 | $604K | Buy |
+1,434
| New | +$604K | 0.15% | 131 |
|
|
2024
Q1 | – | Sell |
-1,434
| Closed | -$560K | – | 248 |
|
|
2023
Q4 | $560K | Sell |
1,434
-78
| -5% | -$30.5K | 0.16% | 131 |
|
|
2023
Q3 | $478K | Buy |
+1,512
| New | +$478K | 0.13% | 150 |
|
|
2023
Q2 | – | Sell |
-1,507
| Closed | -$461K | – | 152 |
|
|
2023
Q1 | $461K | Buy |
+1,507
| New | +$461K | 0.13% | 141 |
|
|
2021
Q2 | – | Sell |
-925
| Closed | -$276K | – | 54 |
|
|
2021
Q1 | $276K | Buy |
925
+47
| +5% | +$14K | 0.11% | 64 |
|
|
2020
Q4 | $255K | Buy |
+878
| New | +$255K | 0.11% | 68 |
|