Valeo 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 | $929K | Buy |
1,852
+67
| +4% | +$33.6K | 0.02% | 320 |
|
|
2025
Q1 | $831K | Buy |
1,785
+13
| +0.7% | +$6.05K | 0.02% | 295 |
|
|
2024
Q4 | $839K | Buy |
1,772
+8
| +0.5% | +$3.79K | 0.02% | 300 |
|
|
2024
Q3 | $837K | Buy |
1,764
+8
| +0.5% | +$3.8K | 0.02% | 289 |
|
|
2024
Q2 | $739K | Buy |
1,756
+117
| +7% | +$49.2K | 0.02% | 293 |
|
|
2024
Q1 | $625K | Buy |
1,639
+6
| +0.4% | +$2.29K | 0.02% | 315 |
|
|
2023
Q4 | $638K | Sell |
1,633
-465
| -22% | -$182K | 0.03% | 298 |
|
|
2023
Q3 | $663K | Buy |
2,098
+196
| +10% | +$62K | 0.03% | 271 |
|
|
2023
Q2 | $661K | Buy |
1,902
+108
| +6% | +$37.6K | 0.03% | 265 |
|
|
2023
Q1 | $549K | Buy |
1,794
+595
| +50% | +$182K | 0.03% | 314 |
|
|
2022
Q4 | $334K | Buy |
1,199
+371
| +45% | +$103K | 0.02% | 361 |
|
|
2022
Q3 | $201K | Sell |
828
-2
| -0.2% | -$486 | 0.01% | 435 |
|
|
2022
Q2 | $226K | Sell |
830
-23
| -3% | -$6.26K | 0.01% | 415 |
|
|
2022
Q1 | $288K | Sell |
853
-100
| -10% | -$33.8K | 0.01% | 434 |
|
|
2021
Q4 | $372K | Buy |
953
+15
| +2% | +$5.86K | 0.02% | 353 |
|
|
2021
Q3 | $333K | Buy |
938
+174
| +23% | +$61.8K | 0.02% | 362 |
|
|
2021
Q2 | $277K | Sell |
764
-4
| -0.5% | -$1.45K | 0.02% | 356 |
|
|
2021
Q1 | $229K | Buy |
768
+3
| +0.4% | +$895 | 0.01% | 404 |
|
|
2020
Q4 | $222K | Hold |
765
| – | – | 0.01% | 383 |
|
|
2020
Q3 | $222K | Sell |
765
-38
| -5% | -$11K | 0.02% | 296 |
|
|
2020
Q2 | $221K | Buy |
803
+10
| +1% | +$2.75K | 0.02% | 294 |
|
|
2020
Q1 | $191K | Buy |
793
+7
| +0.9% | +$1.69K | 0.02% | 303 |
|
|
2019
Q4 | $187K | Buy |
786
+162
| +26% | +$38.5K | 0.02% | 335 |
|
|
2019
Q3 | $128K | Hold |
624
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $122K | Sell |
624
-34
| -5% | -$6.65K | 0.01% | 391 |
|
|
2019
Q1 | $119K | Sell |
658
-8
| -1% | -$1.45K | 0.01% | 378 |
|
|
2018
Q4 | $93K | Sell |
666
-4
| -0.6% | -$559 | 0.01% | 390 |
|
|
2018
Q3 | $97K | Sell |
670
-34
| -5% | -$4.92K | 0.01% | 406 |
|
|
2018
Q2 | $119K | Sell |
704
-9
| -1% | -$1.52K | 0.02% | 372 |
|
|
2018
Q1 | $115K | Hold |
713
| – | – | 0.02% | 340 |
|
|
2017
Q4 | $105K | Buy |
713
+684
| +2,359% | +$101K | 0.02% | 334 |
|
|
2017
Q3 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 910 |
|