Morris Financial Concepts’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 | $303K | Hold |
605
| – | – | 0.12% | 99 |
|
|
2025
Q1 | $282K | Hold |
605
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $286K | Hold |
605
| – | – | 0.12% | 100 |
|
|
2024
Q3 | $287K | Hold |
605
| – | – | 0.12% | 91 |
|
|
2024
Q2 | $255K | Sell |
605
-125
| -17% | -$52.6K | 0.12% | 92 |
|
|
2024
Q1 | $287K | Hold |
730
| – | – | 0.15% | 82 |
|
|
2023
Q4 | $285K | Hold |
730
| – | – | 0.16% | 77 |
|
|
2023
Q3 | $231K | Sell |
730
-1,035
| -59% | -$327K | 0.15% | 77 |
|
|
2023
Q2 | $614K | Hold |
1,765
| – | – | 0.4% | 39 |
|
|
2023
Q1 | $540K | Hold |
1,765
| – | – | 0.38% | 40 |
|
|
2022
Q4 | $492K | Hold |
1,765
| – | – | 0.4% | 45 |
|
|
2022
Q3 | $429K | Hold |
1,765
| – | – | 0.44% | 35 |
|
|
2022
Q2 | $480K | Hold |
1,765
| – | – | 0.46% | 38 |
|
|
2022
Q1 | $596K | Hold |
1,765
| – | – | 0.5% | 32 |
|
|
2021
Q4 | $689K | Buy |
+1,765
| New | +$689K | 0.57% | 27 |
|