SVB Wealth’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 | $586K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $731K | Sell |
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|
2023
Q1 | $772K | Sell |
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|
2022
Q4 | $737K | Sell |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $729K | Sell |
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|
2021
Q3 | $913K | Buy |
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|
2021
Q2 | $781K | Buy |
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|
2021
Q1 | $493K | Buy |
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|
2020
Q4 | $464K | Buy |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $207K | Buy |
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