Smith Salley 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 | $5.25M | Buy |
10,457
+382
| +4% | +$192K | 0.3% | 61 |
|
|
2025
Q1 | $4.69M | Buy |
10,075
+367
| +4% | +$171K | 0.31% | 59 |
|
|
2024
Q4 | $4.6M | Buy |
9,708
+593
| +7% | +$281K | 0.3% | 61 |
|
|
2024
Q3 | $4.33M | Buy |
9,115
+353
| +4% | +$168K | 0.28% | 62 |
|
|
2024
Q2 | $3.69M | Buy |
8,762
+857
| +11% | +$361K | 0.26% | 71 |
|
|
2024
Q1 | $3.11M | Buy |
7,905
+516
| +7% | +$203K | 0.24% | 73 |
|
|
2023
Q4 | $2.89M | Buy |
7,389
+314
| +4% | +$123K | 0.19% | 88 |
|
|
2023
Q3 | $2.24M | Buy |
7,075
+370
| +6% | +$117K | 0.17% | 97 |
|
|
2023
Q2 | $2.33M | Buy |
6,705
+73
| +1% | +$25.4K | 0.17% | 91 |
|
|
2023
Q1 | $2.03M | Sell |
6,632
-63
| -0.9% | -$19.3K | 0.16% | 100 |
|
|
2022
Q4 | $1.87M | Sell |
6,695
-28
| -0.4% | -$7.8K | 0.16% | 102 |
|
|
2022
Q3 | $1.63M | Buy |
6,723
+265
| +4% | +$64.4K | 0.15% | 105 |
|
|
2022
Q2 | $1.76M | Sell |
6,458
-475
| -7% | -$129K | 0.15% | 108 |
|
|
2022
Q1 | $2.34M | Buy |
6,933
+3
| +0% | +$1.01K | 0.18% | 97 |
|
|
2021
Q4 | $2.71M | Buy |
6,930
+955
| +16% | +$373K | 0.19% | 95 |
|
|
2021
Q3 | $2.12M | Buy |
5,975
+420
| +8% | +$149K | 0.17% | 101 |
|
|
2021
Q2 | $2.01M | Buy |
5,555
+281
| +5% | +$102K | 0.16% | 100 |
|
|
2021
Q1 | $1.58M | Buy |
5,274
+307
| +6% | +$91.7K | 0.14% | 103 |
|
|
2020
Q4 | $1.44M | Buy |
4,967
+1,012
| +26% | +$294K | 0.15% | 100 |
|
|
2020
Q3 | $1.15M | Buy |
3,955
+64
| +2% | +$18.5K | 0.14% | 96 |
|
|
2020
Q2 | $1.07M | Buy |
3,891
+483
| +14% | +$133K | 0.14% | 96 |
|
|
2020
Q1 | $721K | Buy |
3,408
+421
| +14% | +$89.1K | 0.12% | 107 |
|
|
2019
Q4 | $709K | Buy |
2,987
+126
| +4% | +$29.9K | 0.09% | 116 |
|
|
2019
Q3 | $586K | Buy |
2,861
+215
| +8% | +$44K | 0.08% | 117 |
|
|
2019
Q2 | $517K | Buy |
2,646
+160
| +6% | +$31.3K | 0.08% | 122 |
|
|
2019
Q1 | $450K | Buy |
2,486
+237
| +11% | +$42.9K | 0.07% | 128 |
|
|
2018
Q4 | $315K | Buy |
2,249
+28
| +1% | +$3.92K | 0.06% | 137 |
|
|
2018
Q3 | $371K | Buy |
2,221
+345
| +18% | +$57.6K | 0.06% | 139 |
|
|
2018
Q2 | $320K | Buy |
1,876
+205
| +12% | +$35K | 0.05% | 143 |
|
|
2018
Q1 | $270K | Buy |
1,671
+142
| +9% | +$22.9K | 0.05% | 151 |
|
|
2017
Q4 | $226K | Buy |
+1,529
| New | +$226K | 0.04% | 172 |
|