LGT 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 | $502 | Buy |
+1
| New | +$502 | ﹤0.01% | 435 |
|
|
2025
Q1 | – | Sell |
-175
| Closed | -$82.8K | – | 560 |
|
|
2024
Q4 | $82.8K | Buy |
+175
| New | +$82.8K | 0.18% | 109 |
|
|
2024
Q3 | – | Sell |
-42
| Closed | -$17.7K | – | 750 |
|
|
2024
Q2 | $17.7K | Buy |
+42
| New | +$17.7K | 0.04% | 331 |
|