Sugarloaf Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$41.2K Hold
2024
Q3
$41.3K Hold
2024
Q2
$36.6K Hold
2024
Q1
$34.2K Hold
2023
Q4
$34K Hold
2023
Q3
$27.5K Hold
2023
Q2
$30.3K Hold
2023
Q1
$26.6K Hold
2022
Q4
$24.2K Hold
2022
Q3
$22K Hold
2022
Q2
$24K Hold
2022
Q1
$29K Hold
2021
Q4
$34K Hold
2021
Q3
$31K Hold
2021
Q2
$32K Hold
2021
Q1
$26 Sell
2020
Q4
$26K Buy
2020
Q3
$25K Hold
2020
Q2
$24K Hold
2020
Q1
$18K Hold
2019
Q4
$21K Buy