Regent Peak Wealth Advisors’s Moody's MCO Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MCO Stock Details MCO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$263K	Buy
2025 Q1	$252K	Sell
2024 Q4	$264K	Buy
2024 Q3	$260K	Buy
2024 Q2	$226K	Buy
2024 Q1	$209K	Buy
2023 Q4	$206K	Buy
2022 Q1	–	Sell
2021 Q4	$210K	Buy
2021 Q1	–	Sell
2020 Q4	$144K	Buy