PFG 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 | $636K | Buy |
1,267
+500
| +65% | +$251K | 0.03% | 375 |
|
2025
Q1 | $357K | Sell |
767
-86
| -10% | -$40K | 0.02% | 556 |
|
2024
Q4 | $404K | Hold |
853
| – | – | 0.02% | 510 |
|
2024
Q3 | $405K | Buy |
853
+65
| +8% | +$30.8K | 0.03% | 507 |
|
2024
Q2 | $332K | Sell |
788
-200
| -20% | -$84.2K | 0.02% | 526 |
|
2024
Q1 | $388K | Sell |
988
-200
| -17% | -$78.6K | 0.03% | 461 |
|
2023
Q4 | $464K | Sell |
1,188
-25
| -2% | -$9.76K | 0.04% | 378 |
|
2023
Q3 | $384K | Sell |
1,213
-889
| -42% | -$281K | 0.03% | 392 |
|
2023
Q2 | $731K | Hold |
2,102
| – | – | 0.06% | 342 |
|
2023
Q1 | $643K | Sell |
2,102
-106
| -5% | -$32.4K | 0.05% | 349 |
|
2022
Q4 | $615K | Sell |
2,208
-130
| -6% | -$36.2K | 0.06% | 323 |
|
2022
Q3 | $568K | Hold |
2,338
| – | – | 0.06% | 306 |
|
2022
Q2 | $636K | Sell |
2,338
-80
| -3% | -$21.8K | 0.07% | 224 |
|
2022
Q1 | $816K | Buy |
2,418
+8
| +0.3% | +$2.7K | 0.08% | 219 |
|
2021
Q4 | $941K | Buy |
2,410
+5
| +0.2% | +$1.95K | 0.09% | 263 |
|
2021
Q3 | $854K | Buy |
2,405
+10
| +0.4% | +$3.55K | 0.09% | 270 |
|
2021
Q2 | $868K | Sell |
2,395
-30
| -1% | -$10.9K | 0.1% | 257 |
|
2021
Q1 | $724K | Buy |
2,425
+5
| +0.2% | +$1.49K | 0.09% | 252 |
|
2020
Q4 | $702K | Hold |
2,420
| – | – | 0.12% | 212 |
|
2020
Q3 | $698K | Buy |
2,420
+20
| +0.8% | +$5.77K | 0.13% | 194 |
|
2020
Q2 | $703K | Hold |
2,400
| – | – | 0.16% | 160 |
|
2020
Q1 | $575K | Buy |
2,400
+20
| +0.8% | +$4.79K | 0.15% | 162 |
|
2019
Q4 | $585K | Hold |
2,380
| – | – | 0.14% | 168 |
|
2019
Q3 | $499K | Buy |
2,380
+10
| +0.4% | +$2.1K | 0.14% | 176 |
|
2019
Q2 | $482K | Hold |
2,370
| – | – | 0.13% | 186 |
|
2019
Q1 | $466K | Sell |
2,370
-250
| -10% | -$49.2K | 0.14% | 185 |
|
2018
Q4 | $427K | Buy |
+2,620
| New | +$427K | 0.13% | 192 |
|