Private Wealth Management 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 | $19.6K | Hold |
39
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $18.2K | Hold |
39
| – | – | 0.01% | 318 |
|
|
2024
Q4 | $18.5K | Hold |
39
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $18.6K | Buy |
39
+1
| +3% | +$476 | 0.01% | 306 |
|
|
2024
Q2 | $16K | Hold |
38
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $15K | Buy |
38
+6
| +19% | +$2.37K | 0.01% | 327 |
|
|
2023
Q4 | $12.5K | Buy |
+32
| New | +$12.5K | 0.01% | 360 |
|