Montag & Associates’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 | $2.3K | Sell |
5
-248
| -98% | -$114K | ﹤0.01% | 839 |
|
|
2025
Q1 | $118K | Buy |
253
+192
| +315% | +$89.5K | 0.01% | 482 |
|
|
2024
Q4 | $29.1K | Sell |
61
-89
| -59% | -$42.4K | ﹤0.01% | 677 |
|
|
2024
Q3 | $71.4K | Buy |
150
+145
| +2,900% | +$69K | ﹤0.01% | 551 |
|
|
2024
Q2 | $2.26K | Hold |
5
| – | – | ﹤0.01% | 866 |
|
|
2024
Q1 | $2.11K | Buy |
+5
| New | +$2.11K | ﹤0.01% | 862 |
|