Pinnacle Wealth Planning Services’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 | $336K | Sell |
669
-93
| -12% | -$46.6K | 0.04% | 269 |
|
|
2025
Q1 | $355K | Buy |
762
+65
| +9% | +$30.3K | 0.05% | 224 |
|
|
2024
Q4 | $330K | Buy |
697
+3
| +0.4% | +$1.42K | 0.05% | 233 |
|
|
2024
Q3 | $329K | Sell |
694
-8
| -1% | -$3.8K | 0.04% | 285 |
|
|
2024
Q2 | $295K | Sell |
702
-5
| -0.7% | -$2.11K | 0.04% | 294 |
|
|
2024
Q1 | $278K | Buy |
707
+7
| +1% | +$2.75K | 0.04% | 320 |
|
|
2023
Q4 | $273K | Buy |
700
+2
| +0.3% | +$781 | 0.04% | 295 |
|
|
2023
Q3 | $221K | Sell |
698
-7
| -1% | -$2.21K | 0.04% | 340 |
|
|
2023
Q2 | $245K | Buy |
705
+19
| +3% | +$6.61K | 0.04% | 313 |
|
|
2023
Q1 | $210K | Buy |
+686
| New | +$210K | 0.03% | 379 |
|
|
2022
Q4 | – | Sell |
-1,104
| Closed | -$269K | – | 468 |
|
|
2022
Q3 | $269K | Buy |
1,104
+9
| +0.8% | +$2.19K | 0.05% | 262 |
|
|
2022
Q2 | $298K | Sell |
1,095
-226
| -17% | -$61.5K | 0.05% | 249 |
|
|
2022
Q1 | $446K | Buy |
1,321
+530
| +67% | +$179K | 0.08% | 183 |
|
|
2021
Q4 | $309K | Buy |
791
+71
| +10% | +$27.7K | 0.06% | 255 |
|
|
2021
Q3 | $256K | Buy |
720
+40
| +6% | +$14.2K | 0.06% | 270 |
|
|
2021
Q2 | $246K | Buy |
680
+1
| +0.1% | +$362 | 0.06% | 269 |
|
|
2021
Q1 | $203K | Buy |
679
+65
| +11% | +$19.4K | 0.05% | 301 |
|
|
2020
Q4 | $179K | Sell |
614
-100
| -14% | -$29.2K | 0.04% | 308 |
|
|
2020
Q3 | $207K | Buy |
+714
| New | +$207K | 0.07% | 229 |
|