Principia Wealth Advisory’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	$2.51K	Buy	5 +2	+67%	+$1K	﹤0.01%	337
2025 Q1	$1.32K	Sell	3 -2	-40%	-$877	﹤0.01%	347
2024 Q4	$2.37K	Buy	+5	New	+$2.37K	﹤0.01%	220