United Capital 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 | $4.59M | Buy |
9,141
+89
| +1% | +$44.6K | 0.04% | 293 |
|
|
2025
Q1 | $4.22M | Buy |
9,052
+724
| +9% | +$337K | 0.04% | 296 |
|
|
2024
Q4 | $3.94M | Buy |
8,328
+19
| +0.2% | +$8.99K | 0.03% | 297 |
|
|
2024
Q3 | $3.94M | Buy |
8,309
+8
| +0.1% | +$3.8K | 0.03% | 302 |
|
|
2024
Q2 | $3.49M | Sell |
8,301
-525
| -6% | -$221K | 0.03% | 316 |
|
|
2024
Q1 | $3.47M | Buy |
8,826
+1,485
| +20% | +$584K | 0.03% | 334 |
|
|
2023
Q4 | $2.87M | Buy |
7,341
+792
| +12% | +$309K | 0.02% | 358 |
|
|
2023
Q3 | $2.07M | Buy |
6,549
+1,499
| +30% | +$474K | 0.01% | 419 |
|
|
2023
Q2 | $1.76M | Buy |
5,050
+627
| +14% | +$218K | 0.01% | 460 |
|
|
2023
Q1 | $1.35M | Buy |
4,423
+3,691
| +504% | +$1.13M | 0.01% | 514 |
|
|
2022
Q4 | $204K | Buy |
+732
| New | +$204K | ﹤0.01% | 985 |
|
|
2022
Q3 | – | Sell |
-1,698
| Closed | -$462K | – | 1126 |
|
|
2022
Q2 | $462K | Buy |
1,698
+163
| +11% | +$44.4K | ﹤0.01% | 817 |
|
|
2022
Q1 | $518K | Buy |
1,535
+72
| +5% | +$24.3K | ﹤0.01% | 824 |
|
|
2021
Q4 | $571K | Sell |
1,463
-491
| -25% | -$192K | ﹤0.01% | 820 |
|
|
2021
Q3 | $694K | Buy |
+1,954
| New | +$694K | ﹤0.01% | 771 |
|
|
2021
Q1 | – | Sell |
-796
| Closed | -$231K | – | 1212 |
|
|
2020
Q4 | $231K | Buy |
796
+66
| +9% | +$19.2K | ﹤0.01% | 1077 |
|
|
2020
Q3 | $212K | Buy |
+730
| New | +$212K | ﹤0.01% | 1056 |
|
|
2020
Q1 | – | Sell |
-1,194
| Closed | -$284K | – | 1288 |
|
|
2019
Q4 | $284K | Sell |
1,194
-788
| -40% | -$187K | ﹤0.01% | 1144 |
|
|
2019
Q3 | $406K | Sell |
1,982
-42,995
| -96% | -$8.81M | ﹤0.01% | 995 |
|
|
2019
Q2 | $8.78M | Buy |
44,977
+40,763
| +967% | +$7.96M | 0.06% | 314 |
|
|
2019
Q1 | $763K | Sell |
4,214
-114,574
| -96% | -$20.7M | 0.01% | 846 |
|
|
2018
Q4 | $16.6M | Buy |
118,788
+45,275
| +62% | +$6.34M | 0.13% | 162 |
|
|
2018
Q3 | $12.3M | Buy |
73,513
+16,822
| +30% | +$2.81M | 0.09% | 255 |
|
|
2018
Q2 | $9.67M | Buy |
56,691
+29,692
| +110% | +$5.06M | 0.07% | 308 |
|
|
2018
Q1 | $4.36M | Sell |
26,999
-8,357
| -24% | -$1.35M | 0.03% | 431 |
|
|
2017
Q4 | $5.23M | Buy |
35,356
+4,211
| +14% | +$622K | 0.04% | 405 |
|
|
2017
Q3 | $4.34M | Buy |
31,145
+27,532
| +762% | +$3.83M | 0.04% | 413 |
|
|
2017
Q2 | $440K | Sell |
3,613
-530
| -13% | -$64.5K | ﹤0.01% | 960 |
|
|
2017
Q1 | $464K | Buy |
4,143
+455
| +12% | +$51K | ﹤0.01% | 928 |
|
|
2016
Q4 | $348K | Sell |
3,688
-215
| -6% | -$20.3K | ﹤0.01% | 1007 |
|
|
2016
Q3 | $423K | Sell |
3,903
-21
| -0.5% | -$2.28K | ﹤0.01% | 1004 |
|
|
2016
Q2 | $369K | Sell |
3,924
-438
| -10% | -$41.2K | ﹤0.01% | 986 |
|
|
2016
Q1 | $421K | Buy |
4,362
+152
| +4% | +$14.7K | ﹤0.01% | 928 |
|
|
2015
Q4 | $422K | Buy |
4,210
+83
| +2% | +$8.32K | ﹤0.01% | 923 |
|
|
2015
Q3 | $405K | Buy |
4,127
+21
| +0.5% | +$2.06K | ﹤0.01% | 963 |
|
|
2015
Q2 | $443K | Sell |
4,106
-6
| -0.1% | -$647 | 0.01% | 959 |
|
|
2015
Q1 | $442K | Buy |
4,112
+306
| +8% | +$32.9K | 0.01% | 940 |
|
|
2014
Q4 | $365K | Buy |
3,806
+1,400
| +58% | +$134K | 0.01% | 910 |
|
|
2014
Q3 | $227K | Buy |
+2,406
| New | +$227K | ﹤0.01% | 1001 |
|
|
2014
Q2 | – | Sell |
-2,710
| Closed | -$215K | – | 883 |
|
|
2014
Q1 | $215K | Buy |
2,710
+110
| +4% | +$8.73K | ﹤0.01% | 858 |
|
|
2013
Q4 | $204K | Buy |
+2,600
| New | +$204K | 0.01% | 599 |
|