Ritholtz Wealth Management’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 | $1.45M | Buy |
2,885
+433
| +18% | +$217K | 0.03% | 372 |
|
|
2025
Q1 | $1.14M | Buy |
2,452
+432
| +21% | +$201K | 0.03% | 371 |
|
|
2024
Q4 | $956K | Buy |
2,020
+87
| +5% | +$41.2K | 0.03% | 370 |
|
|
2024
Q3 | $917K | Buy |
1,933
+74
| +4% | +$35.1K | 0.03% | 391 |
|
|
2024
Q2 | $783K | Buy |
1,859
+74
| +4% | +$31.2K | 0.03% | 414 |
|
|
2024
Q1 | $702K | Buy |
1,785
+36
| +2% | +$14.2K | 0.02% | 451 |
|
|
2023
Q4 | $683K | Buy |
1,749
+60
| +4% | +$23.4K | 0.03% | 416 |
|
|
2023
Q3 | $534K | Sell |
1,689
-2
| -0.1% | -$632 | 0.02% | 439 |
|
|
2023
Q2 | $588K | Sell |
1,691
-4
| -0.2% | -$1.39K | 0.03% | 394 |
|
|
2023
Q1 | $519K | Buy |
+1,695
| New | +$519K | 0.03% | 391 |
|
|
2022
Q4 | – | Sell |
-20,368
| Closed | -$4.95M | – | 674 |
|
|
2022
Q3 | $4.95M | Buy |
20,368
+3,696
| +22% | +$899K | 0.26% | 48 |
|
|
2022
Q2 | $4.53M | Buy |
+16,672
| New | +$4.53M | 0.29% | 40 |
|