Values Added Financial’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 | $403K | Buy |
804
+9
| +1% | +$4.51K | 0.2% | 81 |
|
|
2025
Q1 | $370K | Buy |
795
+31
| +4% | +$14.4K | 0.21% | 83 |
|
|
2024
Q4 | $362K | Buy |
764
+14
| +2% | +$6.63K | 0.21% | 80 |
|
|
2024
Q3 | $356K | Buy |
750
+2
| +0.3% | +$949 | 0.22% | 69 |
|
|
2024
Q2 | $315K | Buy |
748
+4
| +0.5% | +$1.68K | 0.23% | 69 |
|
|
2024
Q1 | $292K | Buy |
744
+2
| +0.3% | +$786 | 0.23% | 68 |
|
|
2023
Q4 | $290K | Sell |
742
-115
| -13% | -$44.9K | 0.24% | 66 |
|
|
2023
Q3 | $271K | Buy |
857
+109
| +15% | +$34.5K | 0.25% | 66 |
|
|
2023
Q2 | $260K | Buy |
+748
| New | +$260K | 0.24% | 67 |
|