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