Twin Peaks Wealth 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 | $478K | Buy |
926
+9
| +1% | +$4.65K | 0.15% | 97 |
|
|
2025
Q1 | $399K | Buy |
917
+41
| +5% | +$17.8K | 0.18% | 97 |
|
|
2024
Q4 | $415K | Buy |
876
+11
| +1% | +$5.21K | 0.18% | 89 |
|
|
2024
Q3 | $411K | Sell |
865
-94
| -10% | -$44.6K | 0.19% | 82 |
|
|
2024
Q2 | $404K | Sell |
959
-50
| -5% | -$21K | 0.2% | 83 |
|
|
2024
Q1 | $397K | Buy |
1,009
+4
| +0.4% | +$1.57K | 0.22% | 80 |
|
|
2023
Q4 | $393K | Buy |
+1,005
| New | +$393K | 0.25% | 76 |
|