Verdence Capital 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 | $924K | Buy |
1,841
+97
| +6% | +$48.7K | 0.06% | 275 |
|
|
2025
Q1 | $812K | Sell |
1,744
-35
| -2% | -$16.3K | 0.06% | 278 |
|
|
2024
Q4 | $842K | Sell |
1,779
-215
| -11% | -$102K | 0.07% | 271 |
|
|
2024
Q3 | $946K | Sell |
1,994
-58
| -3% | -$27.5K | 0.08% | 260 |
|
|
2024
Q2 | $864K | Sell |
2,052
-33
| -2% | -$13.9K | 0.08% | 259 |
|
|
2024
Q1 | $820K | Sell |
2,085
-21
| -1% | -$8.26K | 0.07% | 267 |
|
|
2023
Q4 | $823K | Sell |
2,106
-288
| -12% | -$112K | 0.08% | 247 |
|
|
2023
Q3 | $757K | Buy |
2,394
+156
| +7% | +$49.3K | 0.08% | 251 |
|
|
2023
Q2 | $778K | Sell |
2,238
-344
| -13% | -$120K | 0.09% | 232 |
|
|
2023
Q1 | $790K | Buy |
2,582
+1,342
| +108% | +$411K | 0.1% | 233 |
|
|
2022
Q4 | $346K | Sell |
1,240
-1,089
| -47% | -$304K | 0.04% | 348 |
|
|
2022
Q3 | $566K | Buy |
2,329
+71
| +3% | +$17.3K | 0.08% | 248 |
|
|
2022
Q2 | $614K | Buy |
2,258
+668
| +42% | +$182K | 0.08% | 255 |
|
|
2022
Q1 | $537K | Buy |
1,590
+28
| +2% | +$9.46K | 0.06% | 286 |
|
|
2021
Q4 | $610K | Buy |
1,562
+67
| +4% | +$26.2K | 0.07% | 252 |
|
|
2021
Q3 | $531K | Buy |
1,495
+29
| +2% | +$10.3K | 0.07% | 264 |
|
|
2021
Q2 | $531K | Buy |
1,466
+783
| +115% | +$284K | 0.07% | 245 |
|
|
2021
Q1 | $204K | Sell |
683
-50
| -7% | -$14.9K | 0.03% | 416 |
|
|
2020
Q4 | $213K | Hold |
733
| – | – | 0.04% | 377 |
|
|
2020
Q3 | $212K | Hold |
733
| – | – | 0.05% | 320 |
|
|
2020
Q2 | $201K | Buy |
+733
| New | +$201K | 0.05% | 321 |
|