Sound View Wealth Advisors Group’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
Q2 | $864K | Sell |
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|
2025
Q1 | $830K | Buy |
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|
2024
Q4 | $813K | Sell |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $711K | Buy |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $652K | Buy |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $576K | Hold |
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|
2021
Q3 | $524K | Hold |
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $428K | Hold |
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|
2020
Q3 | $428K | Hold |
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|
2020
Q2 | $405K | Hold |
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|
2020
Q1 | $312K | Hold |
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|
2019
Q4 | $350K | Hold |
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|
2019
Q3 | $302K | Hold |
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|
2019
Q2 | $288K | Buy |
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