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 |
|