Morris Financial Concepts’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$288K Hold
2025
Q2
$303K Hold
2025
Q1
$282K Hold
2024
Q4
$286K Hold
2024
Q3
$287K Hold
2024
Q2
$255K Sell
2024
Q1
$287K Hold
2023
Q4
$285K Hold
2023
Q3
$231K Sell
2023
Q2
$614K Hold
2023
Q1
$540K Hold
2022
Q4
$492K Hold
2022
Q3
$429K Hold
2022
Q2
$480K Hold
2022
Q1
$596K Hold
2021
Q4
$689K Buy