Live Oak Private Wealth’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 | $5.8M | Buy |
11,563
+360
| +3% | +$181K | 0.87% | 44 |
|
|
2025
Q1 | $5.22M | Buy |
11,203
+70
| +0.6% | +$32.6K | 0.85% | 46 |
|
|
2024
Q4 | $5.27M | Sell |
11,133
-355
| -3% | -$168K | 0.89% | 43 |
|
|
2024
Q3 | $5.45M | Buy |
11,488
+157
| +1% | +$74.5K | 0.88% | 46 |
|
|
2024
Q2 | $4.77M | Buy |
11,331
+112
| +1% | +$47.1K | 0.82% | 46 |
|
|
2024
Q1 | $4.41M | Buy |
11,219
+488
| +5% | +$192K | 0.76% | 49 |
|
|
2023
Q4 | $4.19M | Buy |
10,731
+419
| +4% | +$164K | 0.79% | 49 |
|
|
2023
Q3 | $3.26M | Buy |
10,312
+269
| +3% | +$85.1K | 0.69% | 48 |
|
|
2023
Q2 | $3.49M | Buy |
10,043
+1,269
| +14% | +$441K | 0.7% | 51 |
|
|
2023
Q1 | $2.69M | Buy |
8,774
+460
| +6% | +$141K | 0.56% | 53 |
|
|
2022
Q4 | $2.32M | Buy |
8,314
+487
| +6% | +$136K | 0.48% | 59 |
|
|
2022
Q3 | $1.9M | Buy |
7,827
+220
| +3% | +$53.5K | 0.43% | 61 |
|
|
2022
Q2 | $2.07M | Buy |
7,607
+1,850
| +32% | +$503K | 0.44% | 66 |
|
|
2022
Q1 | $1.94M | Buy |
5,757
+2,108
| +58% | +$711K | 0.38% | 67 |
|
|
2021
Q4 | $1.43M | Buy |
3,649
+74
| +2% | +$28.9K | 0.27% | 77 |
|
|
2021
Q3 | $1.27M | Buy |
3,575
+318
| +10% | +$113K | 0.26% | 79 |
|
|
2021
Q2 | $1.18M | Buy |
3,257
+96
| +3% | +$34.8K | 0.26% | 78 |
|
|
2021
Q1 | $944K | Buy |
3,161
+705
| +29% | +$211K | 0.23% | 82 |
|
|
2020
Q4 | $713K | Buy |
2,456
+402
| +20% | +$117K | 0.2% | 83 |
|
|
2020
Q3 | $595K | Buy |
2,054
+61
| +3% | +$17.7K | 0.2% | 81 |
|
|
2020
Q2 | $548K | Buy |
1,993
+70
| +4% | +$19.2K | 0.2% | 82 |
|
|
2020
Q1 | $407K | Buy |
1,923
+609
| +46% | +$129K | 0.42% | 43 |
|
|
2019
Q4 | $312K | Buy |
+1,314
| New | +$312K | 0.3% | 55 |
|