Personal CFO Solutions’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 | $829K | Hold |
1,652
| – | – | 0.15% | 144 |
|
|
2025
Q1 | $769K | Buy |
1,652
+11
| +0.7% | +$5.12K | 0.16% | 140 |
|
|
2024
Q4 | $777K | Sell |
1,641
-158
| -9% | -$74.8K | 0.15% | 133 |
|
|
2024
Q3 | $854K | Hold |
1,799
| – | – | 0.12% | 178 |
|
|
2024
Q2 | $757K | Sell |
1,799
-26
| -1% | -$10.9K | 0.12% | 175 |
|
|
2024
Q1 | $717K | Sell |
1,825
-41
| -2% | -$16.1K | 0.11% | 192 |
|
|
2023
Q4 | $729K | Sell |
1,866
-259
| -12% | -$101K | 0.13% | 165 |
|
|
2023
Q3 | $672K | Sell |
2,125
-53
| -2% | -$16.8K | 0.13% | 145 |
|
|
2023
Q2 | $757K | Buy |
2,178
+21
| +1% | +$7.3K | 0.15% | 132 |
|
|
2023
Q1 | $660K | Sell |
2,157
-39
| -2% | -$11.9K | 0.14% | 145 |
|
|
2022
Q4 | $612K | Buy |
2,196
+472
| +27% | +$132K | 0.13% | 159 |
|
|
2022
Q3 | $419K | Buy |
1,724
+114
| +7% | +$27.7K | 0.11% | 183 |
|
|
2022
Q2 | $438K | Sell |
1,610
-101
| -6% | -$27.5K | 0.1% | 178 |
|
|
2022
Q1 | $577K | Buy |
1,711
+178
| +12% | +$60K | 0.11% | 169 |
|
|
2021
Q4 | $599K | Buy |
+1,533
| New | +$599K | 0.11% | 174 |
|