Venturi Wealth Management’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 | $718K | Sell |
1,431
-228
| -14% | -$114K | 0.04% | 255 |
|
|
2025
Q1 | $773K | Sell |
1,659
-88
| -5% | -$41K | 0.04% | 240 |
|
|
2024
Q4 | $827K | Sell |
1,747
-421
| -19% | -$199K | 0.04% | 235 |
|
|
2024
Q3 | $1.03M | Buy |
2,168
+665
| +44% | +$316K | 0.05% | 189 |
|
|
2024
Q2 | $633K | Buy |
1,503
+1,455
| +3,031% | +$612K | 0.04% | 240 |
|
|
2024
Q1 | $18.9K | Buy |
48
+4
| +9% | +$1.57K | ﹤0.01% | 756 |
|
|
2023
Q4 | $17.2K | Buy |
44
+10
| +29% | +$3.91K | ﹤0.01% | 738 |
|
|
2023
Q3 | $10.8K | Hold |
34
| – | – | ﹤0.01% | 794 |
|
|
2023
Q2 | $11.8K | Buy |
34
+3
| +10% | +$1.04K | ﹤0.01% | 631 |
|
|
2023
Q1 | $9.49K | Buy |
+31
| New | +$9.49K | ﹤0.01% | 721 |
|
|
2020
Q4 | – | Sell |
-3,463
| Closed | -$1M | – | 322 |
|
|
2020
Q3 | $1M | Buy |
3,463
+1,044
| +43% | +$302K | 0.12% | 129 |
|
|
2020
Q2 | $665K | Buy |
+2,419
| New | +$665K | 0.09% | 147 |
|