Sage Mountain 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 | $275K | Sell |
548
-37
| -6% | -$18.6K | 0.02% | 349 |
|
|
2025
Q1 | $272K | Sell |
585
-21
| -3% | -$9.78K | 0.02% | 321 |
|
|
2024
Q4 | $287K | Sell |
606
-73
| -11% | -$34.6K | 0.02% | 301 |
|
|
2024
Q3 | $322K | Sell |
679
-25
| -4% | -$11.9K | 0.03% | 276 |
|
|
2024
Q2 | $296K | Buy |
+704
| New | +$296K | 0.03% | 254 |
|
|
2022
Q1 | – | Sell |
-688
| Closed | -$269K | – | 669 |
|
|
2021
Q4 | $269K | Hold |
688
| – | – | 0.03% | 461 |
|
|
2021
Q3 | $244K | Buy |
+688
| New | +$244K | 0.04% | 397 |
|