Marks Group Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.7M Sell
2025
Q2
$14.2M Buy
2025
Q1
$13.2M Buy
2024
Q4
$13.2M Buy
2024
Q3
$13.1M Sell
2024
Q2
$11.7M Buy
2024
Q1
$10.7M Buy
2023
Q4
$10.4M Buy
2023
Q3
$8.35M Sell
2023
Q2
$9.35M Sell
2023
Q1
$8.28M Sell
2022
Q4
$7.55M Buy
2022
Q3
$6.51M Buy
2022
Q2
$5.8M Buy
2022
Q1
$6.9M Buy
2021
Q4
$7.25M Buy
2021
Q3
$6.41M Sell
2021
Q2
$6.56M Buy
2021
Q1
$5.36M Buy
2020
Q4
$4.92M Buy
2020
Q3
$4.54M Buy
2020
Q2
$4.2M Sell
2020
Q1
$3.68M Buy
2019
Q4
$4.07M Buy