LWA
Lineweaver Wealth Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
1,602
-448
| -22% | -$225K | 0.13% | 106 |
|
|
2025
Q1 | $955K | Sell |
2,050
-954
| -32% | -$444K | 0.16% | 92 |
|
|
2024
Q4 | $1.42M | Sell |
3,004
-3
| -0.1% | -$1.42K | 0.26% | 76 |
|
|
2024
Q3 | $1.43M | Buy |
3,007
+7
| +0.2% | +$3.32K | 0.27% | 68 |
|
|
2024
Q2 | $1.26M | Sell |
3,000
-1,647
| -35% | -$693K | 0.26% | 71 |
|
|
2024
Q1 | $1.83M | Buy |
4,647
+10
| +0.2% | +$3.93K | 0.43% | 47 |
|
|
2023
Q4 | $1.81M | Hold |
4,637
| – | – | 0.47% | 45 |
|
|
2023
Q3 | $1.47M | Hold |
4,637
| – | – | 0.43% | 48 |
|
|
2023
Q2 | $1.61M | Hold |
4,637
| – | – | 0.46% | 47 |
|
|
2023
Q1 | $1.42M | Sell |
4,637
-315
| -6% | -$96.4K | 0.44% | 53 |
|
|
2022
Q4 | $1.38M | Hold |
4,952
| – | – | 0.42% | 51 |
|
|
2022
Q3 | $1.2M | Hold |
4,952
| – | – | 0.39% | 54 |
|
|
2022
Q2 | $1.35M | Hold |
4,952
| – | – | 0.44% | 45 |
|
|
2022
Q1 | $1.67M | Hold |
4,952
| – | – | 0.48% | 41 |
|
|
2021
Q4 | $1.93M | Hold |
4,952
| – | – | 0.56% | 32 |
|
|
2021
Q3 | $1.76M | Buy |
+4,952
| New | +$1.76M | 0.54% | 34 |
|