Spire 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
$46.6K Sell
93
-4,842
-98% -$2.43M ﹤0.01% 1221
2025
Q1
$2.3M Sell
4,935
-283
-5% -$132K 0.07% 247
2024
Q4
$2.47M Buy
5,218
+5,132
+5,967% +$2.43M 0.08% 218
2024
Q3
$40.8K Sell
86
-1
-1% -$475 ﹤0.01% 1198
2024
Q2
$36.6K Sell
87
-20
-19% -$8.42K ﹤0.01% 1228
2024
Q1
$42.2K Buy
107
+4
+4% +$1.58K ﹤0.01% 1276
2023
Q4
$39.8K Buy
103
+1
+1% +$387 ﹤0.01% 1284
2023
Q3
$32.3K Sell
102
-7,195
-99% -$2.28M ﹤0.01% 1334
2023
Q2
$2.54M Buy
7,297
+7,122
+4,070% +$2.48M 0.09% 200
2023
Q1
$53.6K Sell
175
-41
-19% -$12.5K ﹤0.01% 1174
2022
Q4
$60K Buy
216
+18
+9% +$5K ﹤0.01% 925
2022
Q3
$48K Sell
198
-24
-11% -$5.82K ﹤0.01% 966
2022
Q2
$60K Buy
222
+6
+3% +$1.62K ﹤0.01% 1218
2022
Q1
$73K Sell
216
-405
-65% -$137K ﹤0.01% 1300
2021
Q4
$243K Buy
621
+411
+196% +$161K 0.01% 1009
2021
Q3
$75K Sell
210
-17
-7% -$6.07K ﹤0.01% 1308
2021
Q2
$82K Sell
227
-412
-64% -$149K ﹤0.01% 1268
2021
Q1
$193K Buy
+639
New +$193K 0.01% 1086