NewEdge Wealth’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 | $3.4M | Buy |
6,604
+643
| +11% | +$331K | 0.05% | 275 |
|
|
2025
Q1 | $2.78M | Sell |
5,961
-179
| -3% | -$83.4K | 0.05% | 287 |
|
|
2024
Q4 | $2.91M | Sell |
6,140
-106
| -2% | -$50.2K | 0.05% | 277 |
|
|
2024
Q3 | $2.96M | Buy |
6,246
+461
| +8% | +$219K | 0.05% | 293 |
|
|
2024
Q2 | $2.44M | Sell |
5,785
-396
| -6% | -$167K | 0.05% | 299 |
|
|
2024
Q1 | $2.33M | Buy |
6,181
+451
| +8% | +$170K | 0.05% | 298 |
|
|
2023
Q4 | $2.24M | Sell |
5,730
-47
| -0.8% | -$18.4K | 0.06% | 279 |
|
|
2023
Q3 | $1.83M | Sell |
5,777
-148
| -2% | -$46.8K | 0.06% | 275 |
|
|
2023
Q2 | $2.06M | Buy |
+5,925
| New | +$2.06M | 0.07% | 248 |
|
|
2022
Q2 | – | Sell |
-1,289
| Closed | -$435K | – | 569 |
|
|
2022
Q1 | $435K | Buy |
1,289
+168
| +15% | +$56.7K | 0.02% | 321 |
|
|
2021
Q4 | $438K | Buy |
1,121
+301
| +37% | +$118K | 0.02% | 307 |
|
|
2021
Q3 | $291K | Buy |
820
+2
| +0.2% | +$710 | 0.02% | 251 |
|
|
2021
Q2 | $296K | Buy |
818
+1
| +0.1% | +$362 | 0.02% | 244 |
|
|
2021
Q1 | $244K | Buy |
+817
| New | +$244K | 0.02% | 270 |
|