Lido 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 | $3.25M | Buy |
6,484
+1,549
| +31% | +$777K | 0.01% | 439 |
|
|
2025
Q1 | $2.3M | Buy |
4,935
+3,095
| +168% | +$1.44M | 0.01% | 483 |
|
|
2024
Q4 | $871K | Buy |
1,840
+28
| +2% | +$13.3K | ﹤0.01% | 750 |
|
|
2024
Q3 | $860K | Buy |
1,812
+233
| +15% | +$111K | ﹤0.01% | 706 |
|
|
2024
Q2 | $665K | Buy |
1,579
+210
| +15% | +$88.4K | ﹤0.01% | 753 |
|
|
2024
Q1 | $538K | Sell |
1,369
-84
| -6% | -$33K | ﹤0.01% | 797 |
|
|
2023
Q4 | $568K | Buy |
1,453
+274
| +23% | +$107K | ﹤0.01% | 733 |
|
|
2023
Q3 | $373K | Buy |
1,179
+161
| +16% | +$50.9K | ﹤0.01% | 754 |
|
|
2023
Q2 | $354K | Sell |
1,018
-548
| -35% | -$191K | ﹤0.01% | 768 |
|
|
2023
Q1 | $479K | Sell |
1,566
-7,526
| -83% | -$2.3M | ﹤0.01% | 620 |
|
|
2022
Q4 | $2.53M | Buy |
9,092
+8,126
| +841% | +$2.26M | 0.03% | 239 |
|
|
2022
Q3 | $234K | Sell |
966
-986
| -51% | -$239K | ﹤0.01% | 738 |
|
|
2022
Q2 | $530K | Sell |
1,952
-1,678
| -46% | -$456K | 0.01% | 459 |
|
|
2022
Q1 | $1.22M | Buy |
3,630
+36
| +1% | +$12.1K | 0.01% | 317 |
|
|
2021
Q4 | $1.4M | Buy |
3,594
+38
| +1% | +$14.8K | 0.02% | 309 |
|
|
2021
Q3 | $1.26M | Sell |
3,556
-21
| -0.6% | -$7.45K | 0.02% | 315 |
|
|
2021
Q2 | $1.3M | Sell |
3,577
-98
| -3% | -$35.5K | 0.02% | 291 |
|
|
2021
Q1 | $1.1M | Buy |
3,675
+1,402
| +62% | +$419K | 0.02% | 287 |
|
|
2020
Q4 | $659K | Buy |
+2,273
| New | +$659K | 0.01% | 369 |
|