Quotient 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 | $343K | Buy |
684
+89
| +15% | +$44.7K | 0.01% | 247 |
|
2025
Q1 | $277K | Sell |
595
-23
| -4% | -$10.7K | 0.01% | 269 |
|
2024
Q4 | $293K | Buy |
618
+26
| +4% | +$12.3K | 0.01% | 250 |
|
2024
Q3 | $281K | Buy |
592
+74
| +14% | +$35.1K | 0.01% | 259 |
|
2024
Q2 | $218K | Buy |
+518
| New | +$218K | 0.01% | 290 |
|
2024
Q1 | – | Sell |
-517
| Closed | -$202K | – | 307 |
|
2023
Q4 | $202K | Buy |
+517
| New | +$202K | 0.01% | 275 |
|