Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.11M | Buy |
9,761
+163
| +2% | +$68.7K | 1.68% | 23 |
|
|
2024
Q1 | $3.77M | Buy |
9,598
+117
| +1% | +$46K | 1.6% | 29 |
|
|
2023
Q4 | $3.7M | Buy |
9,481
+215
| +2% | +$84K | 1.67% | 28 |
|
|
2023
Q3 | $2.93M | Buy |
9,266
+21
| +0.2% | +$6.64K | 1.51% | 28 |
|
|
2023
Q2 | $3.21M | Buy |
9,245
+375
| +4% | +$130K | 1.61% | 26 |
|
|
2023
Q1 | $2.71M | Buy |
8,870
+171
| +2% | +$52.3K | 1.49% | 29 |
|
|
2022
Q4 | $2.42M | Sell |
8,699
-410
| -5% | -$114K | 1.48% | 27 |
|
|
2022
Q3 | $2.21M | Buy |
9,109
+78
| +0.9% | +$19K | 1.16% | 36 |
|
|
2022
Q2 | $2.48M | Sell |
9,031
-426
| -5% | -$117K | 1.22% | 31 |
|
|
2022
Q1 | $3.19M | Buy |
9,457
+102
| +1% | +$34.4K | 1.28% | 29 |
|
|
2021
Q4 | $3.65M | Buy |
9,355
+56
| +0.6% | +$21.9K | 1.39% | 23 |
|
|
2021
Q3 | $3.34M | Buy |
9,299
+215
| +2% | +$77.2K | 1.43% | 22 |
|
|
2021
Q2 | $3.29M | Buy |
9,084
+1,505
| +20% | +$545K | 1.42% | 22 |
|
|
2021
Q1 | $2.26M | Buy |
7,579
+5,444
| +255% | +$1.63M | 1.04% | 41 |
|
|
2020
Q4 | $620K | Buy |
2,135
+1,417
| +197% | +$411K | 0.32% | 78 |
|
|
2020
Q3 | $208K | Buy |
718
+308
| +75% | +$89.2K | 0.12% | 114 |
|
|
2020
Q2 | $113K | Buy |
+410
| New | +$113K | 0.07% | 145 |
|
|
2020
Q1 | – | Sell |
-410
| Closed | -$97K | – | 265 |
|
|
2019
Q4 | $97K | Hold |
410
| – | – | 0.06% | 163 |
|
|
2019
Q3 | $84K | Hold |
410
| – | – | 0.06% | 170 |
|
|
2019
Q2 | $80K | Hold |
410
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $74K | Hold |
410
| – | – | 0.05% | 163 |
|
|
2018
Q4 | $57K | Hold |
410
| – | – | 0.05% | 166 |
|
|
2018
Q3 | $69K | Hold |
410
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $70K | Hold |
410
| – | – | 0.06% | 153 |
|
|
2018
Q1 | $66K | Hold |
410
| – | – | 0.06% | 161 |
|
|
2017
Q4 | $61K | Buy |
+410
| New | +$61K | 0.06% | 169 |
|