Legacy Financial Advisors’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 | $490K | Sell |
977
-25
| -2% | -$12.5K | 0.08% | 206 |
|
|
2025
Q1 | $467K | Buy |
1,002
+140
| +16% | +$65.2K | 0.08% | 203 |
|
|
2024
Q4 | $408K | Buy |
862
+13
| +2% | +$6.16K | 0.07% | 228 |
|
|
2024
Q3 | $403K | Buy |
849
+20
| +2% | +$9.49K | 0.07% | 229 |
|
|
2024
Q2 | $349K | Sell |
829
-11
| -1% | -$4.63K | 0.06% | 232 |
|
|
2024
Q1 | $330K | Hold |
840
| – | – | 0.06% | 236 |
|
|
2023
Q4 | $328K | Buy |
840
+42
| +5% | +$16.4K | 0.06% | 219 |
|
|
2023
Q3 | $252K | Buy |
798
+40
| +5% | +$12.6K | 0.05% | 220 |
|
|
2023
Q2 | $263K | Buy |
758
+11
| +1% | +$3.82K | 0.05% | 211 |
|
|
2023
Q1 | $229K | Buy |
+747
| New | +$229K | 0.05% | 224 |
|
|
2022
Q1 | – | Sell |
-580
| Closed | -$227K | – | 246 |
|
|
2021
Q4 | $227K | Buy |
+580
| New | +$227K | 0.05% | 185 |
|
|
2019
Q2 | – | Sell |
-339
| Closed | -$61K | – | 589 |
|
|
2019
Q1 | $61K | Buy |
339
+32
| +10% | +$5.76K | 0.02% | 244 |
|
|
2018
Q4 | $43K | Buy |
307
+7
| +2% | +$980 | 0.02% | 267 |
|
|
2018
Q3 | $50K | Hold |
300
| – | – | 0.02% | 249 |
|
|
2018
Q2 | $55K | Sell |
300
-369
| -55% | -$67.7K | 0.02% | 238 |
|
|
2018
Q1 | $108K | Sell |
669
-122
| -15% | -$19.7K | 0.04% | 158 |
|
|
2017
Q4 | $116K | Buy |
+791
| New | +$116K | 0.05% | 166 |
|