Relyea Zuckerberg Hanson’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$472K Sell
2025
Q2
$498K Sell
2025
Q1
$466K Sell
2024
Q4
$478K Buy
2024
Q3
$465K Buy
2024
Q2
$407K Buy
2024
Q1
$341K Buy
2023
Q4
$337K Buy
2023
Q3
$226K Sell
2023
Q2
$258K Buy