Stratos Wealth 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 | $523K | Hold |
1,042
| – | – | 0.03% | 441 |
|
|
2025
Q1 | $485K | Sell |
1,042
-27
| -3% | -$12.6K | 0.03% | 434 |
|
|
2024
Q4 | $506K | Sell |
1,069
-38
| -3% | -$18K | 0.02% | 471 |
|
|
2024
Q3 | $525K | Buy |
1,107
+23
| +2% | +$10.9K | 0.02% | 489 |
|
|
2024
Q2 | $456K | Buy |
1,084
+15
| +1% | +$6.31K | 0.02% | 492 |
|
|
2024
Q1 | $420K | Hold |
1,069
| – | – | 0.02% | 494 |
|
|
2023
Q4 | $418K | Buy |
1,069
+56
| +6% | +$21.9K | 0.02% | 492 |
|
|
2023
Q3 | $320K | Sell |
1,013
-6
| -0.6% | -$1.9K | 0.02% | 513 |
|
|
2023
Q2 | $354K | Hold |
1,019
| – | – | 0.03% | 483 |
|
|
2023
Q1 | $312K | Hold |
1,019
| – | – | 0.02% | 486 |
|
|
2022
Q4 | $284K | Buy |
+1,019
| New | +$284K | 0.02% | 483 |
|
|
2022
Q3 | – | Sell |
-1,295
| Closed | -$352K | – | 520 |
|
|
2022
Q2 | $352K | Hold |
1,295
| – | – | 0.03% | 414 |
|
|
2022
Q1 | $437K | Sell |
1,295
-143
| -10% | -$48.3K | 0.04% | 395 |
|
|
2021
Q4 | $562K | Hold |
1,438
| – | – | 0.04% | 375 |
|
|
2021
Q3 | $511K | Buy |
1,438
+129
| +10% | +$45.8K | 0.04% | 351 |
|
|
2021
Q2 | $474K | Buy |
1,309
+14
| +1% | +$5.07K | 0.04% | 364 |
|
|
2021
Q1 | $387K | Hold |
1,295
| – | – | 0.04% | 355 |
|
|
2020
Q4 | $376K | Buy |
+1,295
| New | +$376K | 0.05% | 283 |
|