Marks Group Wealth Management’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 | $14.2M | Buy |
28,364
+44
| +0.2% | +$22.1K | 1.32% | 10 |
|
|
2025
Q1 | $13.2M | Buy |
28,320
+414
| +1% | +$193K | 1.27% | 8 |
|
|
2024
Q4 | $13.2M | Buy |
27,906
+376
| +1% | +$178K | 1.3% | 11 |
|
|
2024
Q3 | $13.1M | Sell |
27,530
-329
| -1% | -$156K | 1.25% | 11 |
|
|
2024
Q2 | $11.7M | Buy |
27,859
+533
| +2% | +$224K | 1.24% | 11 |
|
|
2024
Q1 | $10.7M | Buy |
27,326
+745
| +3% | +$293K | 1.12% | 12 |
|
|
2023
Q4 | $10.4M | Buy |
26,581
+163
| +0.6% | +$63.7K | 1.18% | 10 |
|
|
2023
Q3 | $8.35M | Sell |
26,418
-474
| -2% | -$150K | 1.03% | 13 |
|
|
2023
Q2 | $9.35M | Sell |
26,892
-176
| -0.7% | -$61.2K | 1.11% | 10 |
|
|
2023
Q1 | $8.28M | Sell |
27,068
-12
| -0% | -$3.67K | 1.06% | 10 |
|
|
2022
Q4 | $7.55M | Buy |
27,080
+284
| +1% | +$79.1K | 1.03% | 13 |
|
|
2022
Q3 | $6.51M | Buy |
26,796
+5,483
| +26% | +$1.33M | 0.99% | 18 |
|
|
2022
Q2 | $5.8M | Buy |
21,313
+876
| +4% | +$238K | 0.84% | 36 |
|
|
2022
Q1 | $6.9M | Buy |
20,437
+1,893
| +10% | +$639K | 0.87% | 31 |
|
|
2021
Q4 | $7.25M | Buy |
18,544
+506
| +3% | +$198K | 0.88% | 21 |
|
|
2021
Q3 | $6.41M | Sell |
18,038
-34
| -0.2% | -$12.1K | 0.87% | 27 |
|
|
2021
Q2 | $6.56M | Buy |
18,072
+109
| +0.6% | +$39.5K | 0.9% | 15 |
|
|
2021
Q1 | $5.36M | Buy |
17,963
+1,017
| +6% | +$304K | 0.79% | 51 |
|
|
2020
Q4 | $4.92M | Buy |
16,946
+1,277
| +8% | +$371K | 0.77% | 52 |
|
|
2020
Q3 | $4.54M | Buy |
15,669
+334
| +2% | +$96.8K | 0.82% | 49 |
|
|
2020
Q2 | $4.2M | Sell |
15,335
-2,103
| -12% | -$576K | 0.85% | 47 |
|
|
2020
Q1 | $3.68M | Buy |
17,438
+281
| +2% | +$59.3K | 0.95% | 35 |
|
|
2019
Q4 | $4.07M | Buy |
+17,157
| New | +$4.07M | 0.8% | 54 |
|