LWM Advisory Services’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,322
Closed -$321K 112
2022
Q3
$321K Buy
1,322
+56
+4% +$16.3K 0.36% 76
2022
Q2
$344K Buy
1,266
+133
+12% +$39.8K 0.41% 72
2022
Q1
$382K Buy
1,133
+296
+35% +$99.5K 0.47% 65
2021
Q4
$327K Buy
+837
New +$323K 0.41% 74

Other funds holding MCO

LWM Advisory Services's MCO Position: Q4 2022 in Review

LWM Advisory Services sold out of Moody's (MCO) in Q4 2022, closing a stake of 1,322 shares — an estimated $321K sold.

LWM Advisory Services first reported a position in MCO in Q4 2021 and held it in 4 quarters. The position peaked at $382K in Q1 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q4 2022.

  • LWM Advisory Services reported no remaining Moody's position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 1,322 Moody's shares in Q4 2022, an estimated $321K.
  • LWM Advisory Services first reported a position in Moody's in Q4 2021 and held it in 4 quarters.
  • LWM Advisory Services's Moody's position peaked at $382K in Q1 2022.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.