LVW 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 | $1.23M | Buy |
2,462
+121
| +5% | +$60.7K | 0.13% | 89 |
|
|
2025
Q1 | $1.09M | Buy |
2,341
+84
| +4% | +$39.1K | 0.13% | 97 |
|
|
2024
Q4 | $1.07M | Sell |
2,257
-11
| -0.5% | -$5.21K | 0.13% | 100 |
|
|
2024
Q3 | $1.08M | Buy |
2,268
+308
| +16% | +$146K | 0.14% | 104 |
|
|
2024
Q2 | $825K | Buy |
1,960
+394
| +25% | +$166K | 0.12% | 110 |
|
|
2024
Q1 | $615K | Buy |
1,566
+221
| +16% | +$86.9K | 0.1% | 146 |
|
|
2023
Q4 | $525K | Buy |
1,345
+660
| +96% | +$258K | 0.1% | 147 |
|
|
2023
Q3 | $217K | Buy |
+685
| New | +$217K | 0.04% | 205 |
|
|
2022
Q1 | – | Sell |
-523
| Closed | -$204K | – | 238 |
|
|
2021
Q4 | $204K | Sell |
523
-49
| -9% | -$19.1K | 0.03% | 235 |
|
|
2021
Q3 | $203K | Buy |
+572
| New | +$203K | 0.04% | 229 |
|