Sequoia Financial 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 | $2.26M | Buy |
4,515
+731
| +19% | +$367K | 0.02% | 438 |
|
|
2025
Q1 | $1.76M | Buy |
3,784
+133
| +4% | +$61.9K | 0.01% | 463 |
|
|
2024
Q4 | $1.73M | Buy |
3,651
+424
| +13% | +$201K | 0.02% | 438 |
|
|
2024
Q3 | $1.53M | Sell |
3,227
-412
| -11% | -$196K | 0.02% | 437 |
|
|
2024
Q2 | $1.53M | Buy |
3,639
+112
| +3% | +$47.1K | 0.02% | 384 |
|
|
2024
Q1 | $1.39M | Sell |
3,527
-1,217
| -26% | -$478K | 0.02% | 401 |
|
|
2023
Q4 | $1.85M | Buy |
4,744
+1,773
| +60% | +$692K | 0.02% | 366 |
|
|
2023
Q3 | $939K | Buy |
2,971
+22
| +0.7% | +$6.96K | 0.02% | 354 |
|
|
2023
Q2 | $1.03M | Buy |
2,949
+187
| +7% | +$65K | 0.02% | 344 |
|
|
2023
Q1 | $845K | Buy |
2,762
+155
| +6% | +$47.4K | 0.02% | 346 |
|
|
2022
Q4 | $726K | Buy |
2,607
+440
| +20% | +$123K | 0.02% | 359 |
|
|
2022
Q3 | $527K | Sell |
2,167
-382
| -15% | -$92.9K | 0.02% | 286 |
|
|
2022
Q2 | $693K | Buy |
2,549
+569
| +29% | +$155K | 0.02% | 274 |
|
|
2022
Q1 | $668K | Buy |
1,980
+158
| +9% | +$53.3K | 0.02% | 300 |
|
|
2021
Q4 | $712K | Buy |
+1,822
| New | +$712K | 0.02% | 271 |
|
|
2021
Q3 | – | Sell |
-1,547
| Closed | -$561K | – | 370 |
|
|
2021
Q2 | $561K | Buy |
1,547
+152
| +11% | +$55.1K | 0.02% | 261 |
|
|
2021
Q1 | $417K | Buy |
1,395
+13
| +0.9% | +$3.89K | 0.02% | 280 |
|
|
2020
Q4 | $401K | Sell |
1,382
-19
| -1% | -$5.51K | 0.02% | 281 |
|
|
2020
Q3 | $406K | Sell |
1,401
-1
| -0.1% | -$290 | 0.02% | 253 |
|
|
2020
Q2 | $385K | Buy |
1,402
+49
| +4% | +$13.5K | 0.02% | 255 |
|
|
2020
Q1 | $286K | Buy |
1,353
+124
| +10% | +$26.2K | 0.02% | 275 |
|
|
2019
Q4 | $292K | Buy |
1,229
+51
| +4% | +$12.1K | 0.02% | 302 |
|
|
2019
Q3 | $241K | Sell |
1,178
-22
| -2% | -$4.5K | 0.02% | 313 |
|
|
2019
Q2 | $234K | Buy |
+1,200
| New | +$234K | 0.02% | 322 |
|