Transamerica Financial Advisors’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 | $4.23M | Sell |
8,435
-325
| -4% | -$163K | 0.4% | 64 |
|
|
2025
Q1 | $4.08M | Sell |
8,760
-192
| -2% | -$89.4K | 0.42% | 59 |
|
|
2024
Q4 | $4.24M | Sell |
8,952
-240
| -3% | -$114K | 0.42% | 61 |
|
|
2024
Q3 | $4.36M | Sell |
9,192
-240
| -3% | -$114K | 0.43% | 64 |
|
|
2024
Q2 | $3.97M | Hold |
9,432
| – | – | 0.42% | 68 |
|
|
2024
Q1 | $3.71M | Buy |
9,432
+8,575
| +1,001% | +$3.37M | 0.38% | 78 |
|
|
2023
Q4 | $335K | Buy |
857
+767
| +852% | +$300K | 0.05% | 203 |
|
|
2023
Q3 | $29K | Buy |
+90
| New | +$29K | ﹤0.01% | 294 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$1K | – | 369 |
|
|
2019
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 494 |
|
|
2019
Q1 | – | Sell |
-1,841
| Closed | -$258K | – | 329 |
|
|
2018
Q4 | $258K | Buy |
1,841
+414
| +29% | +$58K | 0.07% | 143 |
|
|
2018
Q3 | $239K | Sell |
1,427
-11
| -0.8% | -$1.84K | 0.05% | 170 |
|
|
2018
Q2 | $246K | Buy |
+1,438
| New | +$246K | 0.05% | 171 |
|