McGlone Suttner 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
$400K Sell
798
-12
-1% -$6.02K 0.06% 131
2025
Q1
$377K Buy
810
+64
+9% +$29.8K 0.06% 133
2024
Q4
$353K Buy
746
+23
+3% +$10.9K 0.06% 126
2024
Q3
$343K Buy
723
+96
+15% +$45.6K 0.07% 127
2024
Q2
$245K Sell
627
-213
-25% -$83.1K 0.05% 136
2024
Q1
$330K Buy
840
+213
+34% +$83.7K 0.06% 124
2023
Q4
$245K Buy
+627
New +$245K 0.05% 136