TFC Financial Management’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 | $88.8K | Hold |
177
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $82.4K | Sell |
177
-39
| -18% | -$18.2K | 0.01% | 210 |
|
|
2024
Q4 | $102K | Sell |
216
-15
| -6% | -$7.1K | 0.02% | 185 |
|
|
2024
Q3 | $110K | Hold |
231
| – | – | 0.02% | 183 |
|
|
2024
Q2 | $97.2K | Hold |
231
| – | – | 0.02% | 177 |
|
|
2024
Q1 | $90.8K | Buy |
231
+1
| +0.4% | +$393 | 0.02% | 184 |
|
|
2023
Q4 | $89.8K | Sell |
230
-1
| -0.4% | -$391 | 0.02% | 181 |
|
|
2023
Q3 | $73K | Sell |
231
-1
| -0.4% | -$316 | 0.02% | 191 |
|
|
2023
Q2 | $80.7K | Buy |
232
+1
| +0.4% | +$348 | 0.02% | 185 |
|
|
2023
Q1 | $70.7K | Sell |
231
-216
| -48% | -$66.1K | 0.02% | 193 |
|
|
2022
Q4 | $125K | Buy |
447
+219
| +96% | +$61K | 0.04% | 135 |
|
|
2022
Q3 | $55K | Hold |
228
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $62K | Hold |
228
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $77K | Hold |
228
| – | – | 0.02% | 175 |
|
|
2021
Q4 | $89K | Sell |
228
-15
| -6% | -$5.86K | 0.03% | 174 |
|
|
2021
Q3 | $86K | Hold |
243
| – | – | 0.03% | 174 |
|
|
2021
Q2 | $88K | Hold |
243
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $73K | Hold |
243
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $71K | Hold |
243
| – | – | 0.03% | 169 |
|
|
2020
Q3 | $70K | Buy |
+243
| New | +$70K | 0.03% | 150 |
|