Physician Wealth 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
$53.7K Buy
107
+27
+34% +$13.5K 0.01% 334
2025
Q1
$37.3K Hold
80
0.01% 377
2024
Q4
$37.9K Buy
+80
New +$37.9K 0.01% 387