VisionPoint Advisory Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,925
| Closed | -$910K | – | 267 |
|
|
2024
Q4 | $910K | Sell |
1,925
-22
| -1% | -$10.4K | 0.31% | 85 |
|
|
2024
Q3 | $924K | Buy |
1,947
+480
| +33% | +$228K | 0.31% | 88 |
|
|
2024
Q2 | $618K | Buy |
1,467
+394
| +37% | +$166K | 0.22% | 96 |
|
|
2024
Q1 | $422K | Buy |
1,073
+443
| +70% | +$174K | 0.15% | 128 |
|
|
2023
Q4 | $246K | Buy |
630
+338
| +116% | +$132K | 0.09% | 142 |
|
|
2023
Q3 | $92.3K | Buy |
292
+55
| +23% | +$17.4K | 0.04% | 199 |
|
|
2023
Q2 | $82.4K | Buy |
+237
| New | +$82.4K | 0.03% | 185 |
|
|
2020
Q4 | – | Sell |
-1,053
| Closed | -$305K | – | 150 |
|
|
2020
Q3 | $305K | Sell |
1,053
-40
| -4% | -$11.6K | 0.13% | 83 |
|
|
2020
Q2 | $317K | Sell |
1,093
-116
| -10% | -$33.6K | 0.13% | 73 |
|
|
2020
Q1 | $256K | Buy |
1,209
+39
| +3% | +$8.26K | 0.12% | 87 |
|
|
2019
Q4 | $278K | Sell |
1,170
-21
| -2% | -$4.99K | 0.12% | 97 |
|
|
2019
Q3 | $242K | Buy |
1,191
+5
| +0.4% | +$1.02K | 0.07% | 117 |
|
|
2019
Q2 | $232K | Sell |
1,186
-508
| -30% | -$99.4K | 0.07% | 118 |
|
|
2019
Q1 | $307K | Sell |
1,694
-145
| -8% | -$26.3K | 0.09% | 96 |
|
|
2018
Q4 | $258K | Buy |
+1,839
| New | +$258K | 0.08% | 89 |
|