Marcum 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
Q1
$224K Buy
481
+7
+1% +$3.26K 0.02% 345
2024
Q4
$224K Buy
474
+3
+0.6% +$1.42K 0.02% 341
2024
Q3
$224K Buy
+471
New +$224K 0.02% 339