Resurgent Financial 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
Q2 | $930K | Buy |
1,854
+89
| +5% | +$44.6K | 0.51% | 54 |
|
|
2025
Q1 | $822K | Sell |
1,765
-17
| -1% | -$7.92K | 0.49% | 58 |
|
|
2024
Q4 | $844K | Buy |
1,782
+404
| +29% | +$191K | 0.5% | 57 |
|
|
2024
Q3 | $654K | Sell |
1,378
-114
| -8% | -$54.1K | 0.38% | 77 |
|
|
2024
Q2 | $628K | Buy |
1,492
+345
| +30% | +$145K | 0.39% | 76 |
|
|
2024
Q1 | $451K | Buy |
1,147
+148
| +15% | +$58.2K | 0.24% | 114 |
|
|
2023
Q4 | $390K | Buy |
999
+50
| +5% | +$19.5K | 0.24% | 111 |
|
|
2023
Q3 | $300K | Sell |
949
-59
| -6% | -$18.7K | 0.2% | 112 |
|
|
2023
Q2 | $351K | Buy |
+1,008
| New | +$351K | 0.23% | 98 |
|
|
2023
Q1 | – | Sell |
-78
| Closed | -$21.7K | – | 570 |
|
|
2022
Q4 | $21.7K | Buy |
+78
| New | +$21.7K | 0.01% | 596 |
|