The Family Firm’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 | – | Sell |
-505
| Closed | -$235K | – | 157 |
|
|
2025
Q1 | $235K | Buy |
505
+1
| +0.2% | +$466 | 0.05% | 192 |
|
|
2024
Q4 | $239K | Buy |
504
+1
| +0.2% | +$473 | 0.05% | 189 |
|
|
2024
Q3 | $239K | Hold |
503
| – | – | 0.05% | 188 |
|
|
2024
Q2 | $212K | Buy |
+503
| New | +$212K | 0.05% | 186 |
|