Venturi Wealth Management’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
Q3 | $1.7M | Buy |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $827K | Sell |
|
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|
2024
Q3 | $1.03M | Buy |
|
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $18.9K | Buy |
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|
2023
Q4 | $17.2K | Buy |
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|
2023
Q3 | $10.8K | Hold |
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|
2023
Q2 | $11.8K | Buy |
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|
2023
Q1 | $9.49K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $665K | Buy |
|