NewEdge 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 | $736K | Buy |
1,468
+86
| +6% | +$43.1K | ﹤0.01% | 1454 |
|
|
2025
Q1 | $644K | Sell |
1,382
-741
| -35% | -$345K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $1M | Buy |
2,123
+804
| +61% | +$381K | 0.01% | 1160 |
|
|
2024
Q3 | $626K | Buy |
1,319
+395
| +43% | +$187K | ﹤0.01% | 1331 |
|
|
2024
Q2 | $389K | Buy |
924
+7
| +0.8% | +$2.95K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $360K | Buy |
917
+632
| +222% | +$248K | ﹤0.01% | 1540 |
|
|
2023
Q4 | $111K | Sell |
285
-2
| -0.7% | -$780 | ﹤0.01% | 1909 |
|
|
2023
Q3 | $90.6K | Sell |
287
-2,619
| -90% | -$827K | ﹤0.01% | 1871 |
|
|
2023
Q2 | $1.01M | Sell |
2,906
-19
| -0.6% | -$6.61K | 0.01% | 863 |
|
|
2023
Q1 | $895K | Sell |
2,925
-605
| -17% | -$185K | 0.01% | 828 |
|
|
2022
Q4 | $227K | Sell |
3,530
-355
| -9% | -$22.9K | 0.01% | 1132 |
|
|
2022
Q3 | $945K | Buy |
3,885
+146
| +4% | +$35.5K | 0.02% | 663 |
|
|
2022
Q2 | $1.02M | Buy |
+3,739
| New | +$1.02M | 0.02% | 662 |
|
|
2022
Q1 | – | Sell |
-3,583
| Closed | -$1.4M | – | 1422 |
|
|
2021
Q4 | $1.4M | Buy |
3,583
+1,044
| +41% | +$408K | 0.02% | 580 |
|
|
2021
Q3 | $901K | Sell |
2,539
-91
| -3% | -$32.3K | 0.02% | 553 |
|
|
2021
Q2 | $953K | Sell |
2,630
-158
| -6% | -$57.3K | 0.03% | 509 |
|
|
2021
Q1 | $832K | Buy |
2,788
+410
| +17% | +$122K | 0.02% | 509 |
|
|
2020
Q4 | $690K | Sell |
2,378
-333
| -12% | -$96.6K | 0.02% | 514 |
|
|
2020
Q3 | $786K | Buy |
2,711
+354
| +15% | +$103K | 0.03% | 446 |
|
|
2020
Q2 | $648K | Sell |
2,357
-1,109
| -32% | -$305K | 0.03% | 473 |
|
|
2020
Q1 | $733K | Buy |
3,466
+1,261
| +57% | +$267K | 0.04% | 372 |
|
|
2019
Q4 | $523K | Buy |
+2,205
| New | +$523K | 0.02% | 511 |
|
|
2017
Q3 | – | Sell |
-38
| Closed | -$4.68K | – | 805 |
|
|
2017
Q2 | $4.68K | Buy |
+38
| New | +$4.68K | ﹤0.01% | 1163 |
|