OWA
Outlook Wealth Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
861
+1
| +0.1% | +$502 | 0.11% | 172 |
|
|
2025
Q1 | $401K | Buy |
860
+9
| +1% | +$4.19K | 0.11% | 177 |
|
|
2024
Q4 | $403K | Sell |
851
-19
| -2% | -$9K | 0.12% | 172 |
|
|
2024
Q3 | $413K | Buy |
870
+31
| +4% | +$14.7K | 0.12% | 150 |
|
|
2024
Q2 | $353K | Buy |
+839
| New | +$353K | 0.11% | 180 |
|