Plante Moran Financial 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 | $62.7K | Hold |
125
| – | – | ﹤0.01% | 303 |
|
|
2025
Q1 | $58.2K | Hold |
125
| – | – | 0.01% | 314 |
|
|
2024
Q4 | $59.2K | Hold |
125
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $59.3K | Hold |
125
| – | – | 0.01% | 360 |
|
|
2024
Q2 | $52.6K | Hold |
125
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $49.1K | Buy |
+125
| New | +$49.1K | 0.01% | 338 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$4K | – | 994 |
|
|
2022
Q2 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 736 |
|
|
2022
Q1 | – | Sell |
-57
| Closed | -$22K | – | 934 |
|
|
2021
Q4 | $22K | Buy |
+57
| New | +$22K | ﹤0.01% | 540 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | -$5K | – | 1036 |
|
|
2021
Q1 | $5K | Hold |
17
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $5K | Sell |
17
-50
| -75% | -$14.7K | ﹤0.01% | 699 |
|
|
2020
Q3 | $19K | Buy |
67
+50
| +294% | +$14.2K | 0.01% | 510 |
|
|
2020
Q2 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 596 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$2K | – | 801 |
|
|
2019
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 694 |
|
|
2019
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 782 |
|
|
2019
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 730 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | -$1K | – | 814 |
|
|
2018
Q2 | $1K | Sell |
4
-96
| -96% | -$24K | ﹤0.01% | 768 |
|
|
2018
Q1 | $16K | Buy |
100
+8
| +9% | +$1.28K | 0.01% | 539 |
|
|
2017
Q4 | $14K | Hold |
92
| – | – | 0.01% | 547 |
|
|
2017
Q3 | $13K | Hold |
92
| – | – | 0.01% | 513 |
|
|
2017
Q2 | $11K | Hold |
92
| – | – | 0.01% | 544 |
|
|
2017
Q1 | $10K | Buy |
92
+4
| +5% | +$435 | 0.01% | 577 |
|
|
2016
Q4 | $8K | Hold |
88
| – | – | 0.01% | 627 |
|
|
2016
Q3 | $10K | Hold |
88
| – | – | 0.01% | 597 |
|
|
2016
Q2 | $8K | Hold |
88
| – | – | 0.01% | 556 |
|
|
2016
Q1 | $8K | Hold |
88
| – | – | 0.01% | 514 |
|
|
2015
Q4 | $9K | Hold |
88
| – | – | 0.01% | 600 |
|
|
2015
Q3 | $9K | Hold |
88
| – | – | 0.01% | 497 |
|
|
2015
Q2 | $10K | Hold |
88
| – | – | 0.01% | 525 |
|
|
2015
Q1 | $9K | Hold |
88
| – | – | 0.01% | 531 |
|
|
2014
Q4 | $8K | Hold |
88
| – | – | 0.01% | 583 |
|
|
2014
Q3 | $8K | Hold |
88
| – | – | 0.01% | 588 |
|
|
2014
Q2 | $8K | Buy |
+88
| New | +$8K | 0.01% | 585 |
|