Pinnacle Wealth Management Advisory Group’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 | $438K | Buy |
873
+66
| +8% | +$33.1K | 0.04% | 236 |
|
|
2025
Q1 | $376K | Buy |
807
+12
| +2% | +$5.59K | 0.04% | 252 |
|
|
2024
Q4 | $376K | Buy |
795
+1
| +0.1% | +$473 | 0.04% | 247 |
|
|
2024
Q3 | $377K | Sell |
794
-3
| -0.4% | -$1.42K | 0.04% | 237 |
|
|
2024
Q2 | $335K | Buy |
797
+154
| +24% | +$64.8K | 0.03% | 251 |
|
|
2024
Q1 | $253K | Buy |
643
+16
| +3% | +$6.29K | 0.03% | 294 |
|
|
2023
Q4 | $245K | Buy |
+627
| New | +$245K | 0.03% | 289 |
|
|
2023
Q3 | – | Sell |
-625
| Closed | -$217K | – | 330 |
|
|
2023
Q2 | $217K | Buy |
+625
| New | +$217K | 0.03% | 295 |
|