OneDigital Investment Advisors’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
Q2
$668K Sell
2025
Q1
$641K Sell
2024
Q4
$1.14M Sell
2024
Q3
$4.04M Sell
2024
Q2
$3.68M Buy
2024
Q1
$2.13M Sell
2023
Q4
$2.18M Sell
2023
Q3
$1.77M Buy
2023
Q2
$1.64M Buy
2023
Q1
$238K Buy
2022
Q3
Sell
2022
Q2
$442K Buy
2022
Q1
$443K Buy
2021
Q4
$407K Buy
2021
Q3
$305K Buy
2019
Q3
Sell
2019
Q2
$30K Sell
2019
Q1
$40K Buy