Meridian 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
$481K Buy
959
+219
+30% +$110K 0.02% 448
2025
Q1
$344K Buy
740
+115
+18% +$53.5K 0.02% 492
2024
Q4
$296K Buy
625
+183
+41% +$86.6K 0.01% 519
2024
Q3
$210K Buy
+442
New +$210K 0.01% 599