Principle Wealth Partners’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 | $266K | Buy |
531
+1
| +0.2% | +$502 | 0.02% | 325 |
|
|
2025
Q1 | $247K | Buy |
530
+5
| +1% | +$2.33K | 0.02% | 314 |
|
|
2024
Q4 | $249K | Hold |
525
| – | – | 0.02% | 303 |
|
|
2024
Q3 | $249K | Buy |
+525
| New | +$249K | 0.02% | 303 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$110K | – | 316 |
|
|
2020
Q2 | $110K | Buy |
+400
| New | +$110K | 0.03% | 198 |
|