OneDigital Investment 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 | $668K | Sell |
1,332
-44
| -3% | -$22.1K | 0.01% | 791 |
|
|
2025
Q1 | $641K | Sell |
1,376
-1,026
| -43% | -$478K | 0.01% | 767 |
|
|
2024
Q4 | $1.14M | Sell |
2,402
-6,103
| -72% | -$2.89M | 0.01% | 588 |
|
|
2024
Q3 | $4.04M | Sell |
8,505
-246
| -3% | -$117K | 0.05% | 282 |
|
|
2024
Q2 | $3.68M | Buy |
8,751
+3,335
| +62% | +$1.4M | 0.05% | 283 |
|
|
2024
Q1 | $2.13M | Sell |
5,416
-163
| -3% | -$64.1K | 0.03% | 320 |
|
|
2023
Q4 | $2.18M | Sell |
5,579
-10
| -0.2% | -$3.91K | 0.04% | 296 |
|
|
2023
Q3 | $1.77M | Buy |
5,589
+882
| +19% | +$279K | 0.04% | 301 |
|
|
2023
Q2 | $1.64M | Buy |
4,707
+3,928
| +504% | +$1.37M | 0.04% | 313 |
|
|
2023
Q1 | $238K | Buy |
+779
| New | +$238K | 0.01% | 848 |
|
|
2022
Q3 | – | Sell |
-1,624
| Closed | -$442K | – | 783 |
|
|
2022
Q2 | $442K | Buy |
1,624
+310
| +24% | +$84.4K | 0.02% | 449 |
|
|
2022
Q1 | $443K | Buy |
1,314
+272
| +26% | +$91.7K | 0.02% | 471 |
|
|
2021
Q4 | $407K | Buy |
1,042
+184
| +21% | +$71.9K | 0.01% | 497 |
|
|
2021
Q3 | $305K | Buy |
+858
| New | +$305K | 0.01% | 566 |
|
|
2019
Q3 | – | Sell |
-155
| Closed | -$30K | – | 878 |
|
|
2019
Q2 | $30K | Sell |
155
-65
| -30% | -$12.6K | ﹤0.01% | 686 |
|
|
2019
Q1 | $40K | Buy |
+220
| New | +$40K | 0.01% | 537 |
|