Valeo Financial Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
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|
2025
Q1 | $831K | Buy |
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|
2024
Q4 | $839K | Buy |
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|
2024
Q3 | $837K | Buy |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $625K | Buy |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $549K | Buy |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $222K | Hold |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $187K | Buy |
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|
2019
Q3 | $128K | Hold |
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|
2019
Q2 | $122K | Sell |
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|
2019
Q1 | $119K | Sell |
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|
2018
Q4 | $93K | Sell |
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|
2018
Q3 | $97K | Sell |
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|
2018
Q2 | $119K | Sell |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $105K | Buy |
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|
2017
Q3 | $4K | Buy |
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