Moneta Group Investment Advisors’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 | $482K | Sell |
960
-13
| -1% | -$6.52K | 0.01% | 446 |
|
|
2025
Q1 | $453K | Buy |
973
+30
| +3% | +$14K | 0.01% | 439 |
|
|
2024
Q4 | $446K | Sell |
943
-7
| -0.7% | -$3.31K | 0.01% | 428 |
|
|
2024
Q3 | $451K | Buy |
+950
| New | +$451K | 0.01% | 431 |
|
|
2024
Q1 | – | Sell |
-1,020
| Closed | -$398K | – | 622 |
|
|
2023
Q4 | $398K | Sell |
1,020
-28
| -3% | -$10.9K | 0.01% | 377 |
|
|
2023
Q3 | $331K | Buy |
1,048
+24
| +2% | +$7.59K | 0.01% | 383 |
|
|
2023
Q2 | $356K | Buy |
+1,024
| New | +$356K | 0.01% | 395 |
|
|
2018
Q3 | – | Sell |
-5,529
| Closed | -$943K | – | 308 |
|
|
2018
Q2 | $943K | Buy |
5,529
+64
| +1% | +$10.9K | 0.11% | 114 |
|
|
2018
Q1 | $882K | Hold |
5,465
| – | – | 0.12% | 84 |
|
|
2017
Q4 | $807K | Sell |
5,465
-2,000
| -27% | -$295K | 0.12% | 86 |
|
|
2017
Q3 | $1.04M | Sell |
7,465
-235
| -3% | -$32.7K | 0.16% | 64 |
|
|
2017
Q2 | $937K | Hold |
7,700
| – | – | 0.15% | 85 |
|
|
2017
Q1 | $863K | Sell |
7,700
-363
| -5% | -$40.7K | 0.17% | 58 |
|
|
2016
Q4 | $760K | Buy |
8,063
+363
| +5% | +$34.2K | 0.16% | 66 |
|
|
2016
Q3 | $834K | Hold |
7,700
| – | – | 0.19% | 50 |
|
|
2016
Q2 | $722K | Hold |
7,700
| – | – | 0.16% | 89 |
|
|
2016
Q1 | $744K | Hold |
7,700
| – | – | 0.17% | 81 |
|
|
2015
Q4 | $773K | Hold |
7,700
| – | – | 0.19% | 53 |
|
|
2015
Q3 | $756K | Buy |
+7,700
| New | +$756K | 0.21% | 51 |
|