Regent Peak Wealth Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $252K | Sell |
541
-17
| -3% | -$7.92K | 0.06% | 136 |
|
|
2024
Q4 | $264K | Buy |
558
+10
| +2% | +$4.73K | 0.06% | 137 |
|
|
2024
Q3 | $260K | Buy |
548
+11
| +2% | +$5.22K | 0.06% | 137 |
|
|
2024
Q2 | $226K | Buy |
537
+5
| +0.9% | +$2.11K | 0.05% | 147 |
|
|
2024
Q1 | $209K | Buy |
532
+5
| +0.9% | +$1.97K | 0.05% | 159 |
|
|
2023
Q4 | $206K | Buy |
+527
| New | +$206K | 0.06% | 155 |
|
|
2022
Q1 | – | Sell |
-537
| Closed | -$210K | – | 169 |
|
|
2021
Q4 | $210K | Buy |
+537
| New | +$210K | 0.06% | 159 |
|
|
2021
Q1 | – | Sell |
-497
| Closed | -$144K | – | 633 |
|
|
2020
Q4 | $144K | Buy |
+497
| New | +$144K | 0.05% | 174 |
|