PDS 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 | $558K | Buy |
1,112
+37
| +3% | +$18.6K | 0.04% | 214 |
|
|
2025
Q1 | $501K | Buy |
1,075
+64
| +6% | +$29.8K | 0.04% | 211 |
|
|
2024
Q4 | $479K | Sell |
1,011
-31
| -3% | -$14.7K | 0.04% | 197 |
|
|
2024
Q3 | $495K | Hold |
1,042
| – | – | 0.04% | 197 |
|
|
2024
Q2 | $439K | Buy |
1,042
+11
| +1% | +$4.63K | 0.04% | 191 |
|
|
2024
Q1 | $405K | Buy |
1,031
+52
| +5% | +$20.4K | 0.04% | 197 |
|
|
2023
Q4 | $382K | Sell |
979
-36
| -4% | -$14.1K | 0.04% | 190 |
|
|
2023
Q3 | $321K | Buy |
1,015
+33
| +3% | +$10.4K | 0.04% | 204 |
|
|
2023
Q2 | $341K | Buy |
982
+321
| +49% | +$112K | 0.04% | 190 |
|
|
2023
Q1 | $202K | Buy |
+661
| New | +$202K | 0.03% | 265 |
|