TCI Wealth Advisors’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
Q3 | $244K | Buy |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $149K | Hold |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $133K | Sell |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $121K | Buy |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $86K | Buy |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $82K | Hold |
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|
2020
Q2 | $77K | Hold |
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|
2020
Q1 | $60K | Sell |
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|
2019
Q4 | $125K | Buy |
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|
2019
Q3 | $57K | Buy |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $49K | Sell |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $46K | Buy |
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|
2018
Q1 | $43K | Sell |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $36K | Sell |
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|
2017
Q1 | $34K | Buy |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $32K | Buy |
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|
2016
Q2 | $27K | Buy |
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|
2016
Q1 | $24K | Sell |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $30K | Buy |
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|
2015
Q2 | $29K | Sell |
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|
2015
Q1 | $29K | Buy |
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|
2014
Q4 | $25K | Hold |
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|
2014
Q3 | $24K | Buy |
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|
2014
Q2 | $22K | Buy |
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|
2014
Q1 | $20K | Buy |
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|
2013
Q4 | $19K | Hold |
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|
2013
Q3 | $17K | Buy |
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|
2013
Q2 | $2K | Buy |
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