Robertson Stephens 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 | $1.3M | Buy |
2,593
+864
| +50% | +$433K | 0.04% | 233 |
|
|
2025
Q1 | $805K | Sell |
1,729
-1,784
| -51% | -$831K | 0.03% | 284 |
|
|
2024
Q4 | $1.66M | Sell |
3,513
-2,305
| -40% | -$1.09M | 0.06% | 212 |
|
|
2024
Q3 | $2.76M | Buy |
5,818
+3,734
| +179% | +$1.77M | 0.1% | 163 |
|
|
2024
Q2 | $877K | Buy |
2,084
+14
| +0.7% | +$5.89K | 0.04% | 242 |
|
|
2024
Q1 | $814K | Buy |
+2,070
| New | +$814K | 0.04% | 265 |
|