Rockline 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 | $1.68M | Buy |
3,345
+218
| +7% | +$109K | 0.4% | 54 |
|
|
2025
Q1 | $1.46M | Buy |
3,127
+230
| +8% | +$107K | 0.41% | 51 |
|
|
2024
Q4 | $1.37M | Buy |
2,897
+95
| +3% | +$45K | 0.37% | 56 |
|
|
2024
Q3 | $1.33M | Buy |
2,802
+226
| +9% | +$107K | 0.38% | 56 |
|
|
2024
Q2 | $1.08M | Buy |
2,576
+81
| +3% | +$34.1K | 0.34% | 57 |
|
|
2024
Q1 | $981K | Buy |
2,495
+249
| +11% | +$97.9K | 0.34% | 59 |
|
|
2023
Q4 | $877K | Buy |
+2,246
| New | +$877K | 0.36% | 60 |
|