Sharkey, Howes & Javer’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
Q3
$254K Hold
2025
Q2
$267K Sell
2025
Q1
$251K Hold
2024
Q4
$255K Hold
2024
Q3
$255K Hold
2024
Q2
$226K Hold
2024
Q1
$211K Sell
2023
Q4
$260K Hold
2023
Q3
$211K Buy