Syntegra Private Wealth Group’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
$3.5M Buy
6,987
+77
+1% +$38.6K 0.36% 30
2025
Q1
$3.22M Buy
6,910
+2
+0% +$931 0.38% 27
2024
Q4
$3.27M Hold
6,908
0.37% 26
2024
Q3
$3.28M Hold
6,908
0.38% 25
2024
Q2
$2.91M Buy
6,908
+141
+2% +$59.4K 0.37% 25
2024
Q1
$2.66M Hold
6,767
0.34% 25
2023
Q4
$2.64M Buy
6,767
+20
+0.3% +$7.81K 0.37% 25
2023
Q3
$2.13M Sell
6,747
-65
-1% -$20.6K 0.34% 28
2023
Q2
$2.37M Buy
6,812
+3
+0% +$1.04K 0.36% 27
2023
Q1
$2.08M Hold
6,809
0.37% 29
2022
Q4
$1.9M Buy
+6,809
New +$1.9M 0.38% 27