Schechter Investment Advisors’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$500K Sell
2024
Q4
$549K Sell
2024
Q3
$568K Sell
2024
Q2
$532K Buy
2024
Q1
$472K Buy
2023
Q4
$469K Sell
2023
Q3
$382K Sell
2023
Q2
$424K Buy
2023
Q1
$335K Buy
2022
Q4
$257K Sell
2022
Q3
$233K Sell
2022
Q2
$284K Buy
2022
Q1
$220K Buy
2021
Q4
$234K Buy