TWA
TCI Wealth Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
504
+5
| +1% | +$2.51K | 0.02% | 201 |
|
|
2025
Q1 | $232K | Buy |
499
+6
| +1% | +$2.79K | 0.02% | 198 |
|
|
2024
Q4 | $233K | Sell |
493
-3
| -0.6% | -$1.42K | 0.02% | 204 |
|
|
2024
Q3 | $235K | Sell |
496
-8
| -2% | -$3.8K | 0.02% | 212 |
|
|
2024
Q2 | $212K | Buy |
+504
| New | +$212K | 0.02% | 209 |
|
|
2023
Q2 | – | Sell |
-487
| Closed | -$149K | – | 1377 |
|
|
2023
Q1 | $149K | Hold |
487
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $136K | Sell |
487
-17
| -3% | -$4.74K | 0.02% | 217 |
|
|
2022
Q3 | $123K | Buy |
504
+15
| +3% | +$3.66K | 0.02% | 214 |
|
|
2022
Q2 | $133K | Sell |
489
-2
| -0.4% | -$544 | 0.02% | 214 |
|
|
2022
Q1 | $165K | Buy |
491
+181
| +58% | +$60.8K | 0.02% | 198 |
|
|
2021
Q4 | $121K | Buy |
310
+6
| +2% | +$2.34K | 0.02% | 239 |
|
|
2021
Q3 | $108K | Buy |
304
+10
| +3% | +$3.55K | 0.02% | 254 |
|
|
2021
Q2 | $107K | Buy |
294
+5
| +2% | +$1.82K | 0.02% | 244 |
|
|
2021
Q1 | $86K | Buy |
289
+7
| +2% | +$2.08K | 0.04% | 248 |
|
|
2020
Q4 | $82K | Hold |
282
| – | – | 0.04% | 230 |
|
|
2020
Q3 | $82K | Hold |
282
| – | – | 0.03% | 220 |
|
|
2020
Q2 | $77K | Hold |
282
| – | – | 0.03% | 234 |
|
|
2020
Q1 | $60K | Sell |
282
-245
| -46% | -$52.1K | 0.03% | 266 |
|
|
2019
Q4 | $125K | Buy |
527
+247
| +88% | +$58.6K | 0.05% | 223 |
|
|
2019
Q3 | $57K | Buy |
280
+12
| +4% | +$2.44K | 0.03% | 298 |
|
|
2019
Q2 | $52K | Hold |
268
| – | – | 0.02% | 300 |
|
|
2019
Q1 | $49K | Sell |
268
-5
| -2% | -$914 | 0.02% | 331 |
|
|
2018
Q4 | $38K | Buy |
273
+2
| +0.7% | +$278 | 0.02% | 352 |
|
|
2018
Q3 | $45K | Hold |
271
| – | – | 0.02% | 352 |
|
|
2018
Q2 | $46K | Buy |
271
+3
| +1% | +$509 | 0.02% | 339 |
|
|
2018
Q1 | $43K | Sell |
268
-24
| -8% | -$3.85K | 0.02% | 349 |
|
|
2017
Q4 | $43K | Hold |
292
| – | – | 0.02% | 367 |
|
|
2017
Q3 | $41K | Hold |
292
| – | – | 0.02% | 340 |
|
|
2017
Q2 | $36K | Sell |
292
-12
| -4% | -$1.48K | 0.02% | 365 |
|
|
2017
Q1 | $34K | Buy |
304
+88
| +41% | +$9.84K | 0.02% | 355 |
|
|
2016
Q4 | $20K | Sell |
216
-77
| -26% | -$7.13K | 0.01% | 488 |
|
|
2016
Q3 | $32K | Buy |
293
+10
| +4% | +$1.09K | 0.02% | 358 |
|
|
2016
Q2 | $27K | Buy |
283
+36
| +15% | +$3.44K | 0.02% | 386 |
|
|
2016
Q1 | $24K | Sell |
247
-54
| -18% | -$5.25K | 0.01% | 409 |
|
|
2015
Q4 | $30K | Hold |
301
| – | – | 0.02% | 376 |
|
|
2015
Q3 | $30K | Buy |
301
+29
| +11% | +$2.89K | 0.02% | 342 |
|
|
2015
Q2 | $29K | Sell |
272
-6
| -2% | -$640 | 0.02% | 345 |
|
|
2015
Q1 | $29K | Buy |
278
+22
| +9% | +$2.3K | 0.02% | 308 |
|
|
2014
Q4 | $25K | Hold |
256
| – | – | 0.02% | 329 |
|
|
2014
Q3 | $24K | Buy |
256
+4
| +2% | +$375 | 0.02% | 313 |
|
|
2014
Q2 | $22K | Buy |
252
+3
| +1% | +$262 | 0.01% | 336 |
|
|
2014
Q1 | $20K | Buy |
249
+8
| +3% | +$643 | 0.01% | 328 |
|
|
2013
Q4 | $19K | Hold |
241
| – | – | 0.01% | 343 |
|
|
2013
Q3 | $17K | Buy |
241
+216
| +864% | +$15.2K | 0.01% | 303 |
|
|
2013
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 595 |
|