TFC Financial Management’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
$84.3K Hold
2025
Q2
$88.8K Hold
2025
Q1
$82.4K Sell
2024
Q4
$102K Sell
2024
Q3
$110K Hold
2024
Q2
$97.2K Hold
2024
Q1
$90.8K Buy
2023
Q4
$89.8K Sell
2023
Q3
$73K Sell
2023
Q2
$80.7K Buy
2023
Q1
$70.7K Sell
2022
Q4
$125K Buy
2022
Q3
$55K Hold
2022
Q2
$62K Hold
2022
Q1
$77K Hold
2021
Q4
$89K Sell
2021
Q3
$86K Hold
2021
Q2
$88K Hold
2021
Q1
$73K Hold
2020
Q4
$71K Hold
2020
Q3
$70K Buy