Lineweaver Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $763K | Hold |
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|
2025
Q2 | $804K | Sell |
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|
2025
Q1 | $955K | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.81M | Hold |
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|
2023
Q3 | $1.47M | Hold |
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|
2023
Q2 | $1.61M | Hold |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.38M | Hold |
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|
2022
Q3 | $1.2M | Hold |
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|
2022
Q2 | $1.35M | Hold |
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|
2022
Q1 | $1.67M | Hold |
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|
2021
Q4 | $1.93M | Hold |
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|
2021
Q3 | $1.76M | Buy |
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