OLIO Financial Planning’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 | $366K | Sell |
730
-2
| -0.3% | -$1K | 0.12% | 45 |
|
|
2025
Q1 | $341K | Buy |
732
+158
| +28% | +$73.6K | 0.12% | 45 |
|
|
2024
Q4 | $272K | Sell |
574
-1,550
| -73% | -$734K | 0.1% | 52 |
|
|
2024
Q3 | $830K | Hold |
2,124
| – | – | 0.35% | 26 |
|
|
2024
Q2 | $830K | Hold |
2,124
| – | – | 0.35% | 26 |
|
|
2024
Q1 | $830K | Hold |
2,124
| – | – | 0.35% | 26 |
|
|
2023
Q4 | $830K | Hold |
2,124
| – | – | 0.35% | 26 |
|
|
2023
Q3 | $672K | Buy |
+2,124
| New | +$672K | 0.32% | 29 |
|