TSWM
Triangle Securities Wealth Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
2,167
-40
| -2% | -$20.1K | 0.27% | 95 |
|
|
2025
Q1 | $1.03M | Sell |
2,207
-25
| -1% | -$11.6K | 0.26% | 100 |
|
|
2024
Q4 | $1.06M | Sell |
2,232
-23
| -1% | -$10.9K | 0.27% | 94 |
|
|
2024
Q3 | $1.07M | Sell |
2,255
-100
| -4% | -$47.5K | 0.28% | 96 |
|
|
2024
Q2 | $991K | Sell |
2,355
-32
| -1% | -$13.5K | 0.28% | 99 |
|
|
2024
Q1 | $938K | Sell |
2,387
-69
| -3% | -$27.1K | 0.27% | 104 |
|
|
2023
Q4 | $959K | Hold |
2,456
| – | – | 0.3% | 98 |
|
|
2023
Q3 | $777K | Sell |
2,456
-20
| -0.8% | -$6.32K | 0.28% | 102 |
|
|
2023
Q2 | $861K | Sell |
2,476
-15
| -0.6% | -$5.22K | 0.3% | 100 |
|
|
2023
Q1 | $762K | Sell |
2,491
-36
| -1% | -$11K | 0.27% | 108 |
|
|
2022
Q4 | $704K | Sell |
2,527
-438
| -15% | -$122K | 0.26% | 112 |
|
|
2022
Q3 | $721K | Buy |
2,965
+50
| +2% | +$12.2K | 0.29% | 99 |
|
|
2022
Q2 | $793K | Buy |
2,915
+1,196
| +70% | +$325K | 0.31% | 96 |
|
|
2022
Q1 | $580K | Buy |
1,719
+524
| +44% | +$177K | 0.19% | 127 |
|
|
2021
Q4 | $467K | Hold |
1,195
| – | – | 0.15% | 139 |
|
|
2021
Q3 | $424K | Hold |
1,195
| – | – | 0.14% | 143 |
|
|
2021
Q2 | $433K | Hold |
1,195
| – | – | 0.15% | 141 |
|
|
2021
Q1 | $357K | Hold |
1,195
| – | – | 0.13% | 150 |
|
|
2020
Q4 | $347K | Buy |
1,195
+55
| +5% | +$16K | 0.14% | 143 |
|
|
2020
Q3 | $330K | Sell |
1,140
-70
| -6% | -$20.3K | 0.15% | 137 |
|
|
2020
Q2 | $332K | Hold |
1,210
| – | – | 0.16% | 130 |
|
|
2020
Q1 | $256K | Buy |
+1,210
| New | +$256K | 0.15% | 131 |
|