Waldron Private Wealth’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 | $1.05M | Hold |
2,088
| – | – | 0.05% | 129 |
|
|
2025
Q1 | $972K | Sell |
2,088
-799
| -28% | -$372K | 0.05% | 132 |
|
|
2024
Q4 | $1.37M | Buy |
2,887
+6
| +0.2% | +$2.84K | 0.06% | 136 |
|
|
2024
Q3 | $1.37M | Buy |
2,881
+15
| +0.5% | +$7.12K | 0.06% | 133 |
|
|
2024
Q2 | $1.21M | Buy |
2,866
+208
| +8% | +$87.6K | 0.05% | 139 |
|
|
2024
Q1 | $1.04M | Sell |
2,658
-892
| -25% | -$351K | 0.05% | 157 |
|
|
2023
Q4 | $1.39M | Buy |
3,550
+76
| +2% | +$29.7K | 0.07% | 120 |
|
|
2023
Q3 | $1.1M | Sell |
3,474
-5
| -0.1% | -$1.58K | 0.06% | 141 |
|
|
2023
Q2 | $1.21M | Buy |
3,479
+16
| +0.5% | +$5.56K | 0.06% | 131 |
|
|
2023
Q1 | $1.06M | Buy |
3,463
+778
| +29% | +$238K | 0.05% | 160 |
|
|
2022
Q4 | $652K | Hold |
2,685
| – | – | 0.04% | 205 |
|
|
2022
Q3 | $652K | Buy |
2,685
+359
| +15% | +$87.2K | 0.04% | 205 |
|
|
2022
Q2 | $632K | Sell |
2,326
-12
| -0.5% | -$3.26K | 0.04% | 214 |
|
|
2022
Q1 | $788K | Buy |
2,338
+68
| +3% | +$22.9K | 0.04% | 204 |
|
|
2021
Q4 | $886K | Hold |
2,270
| – | – | 0.04% | 194 |
|
|
2021
Q3 | $806K | Buy |
2,270
+244
| +12% | +$86.6K | 0.05% | 172 |
|
|
2021
Q2 | $734K | Hold |
2,026
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $604K | Hold |
2,026
| – | – | 0.04% | 175 |
|
|
2020
Q4 | $588K | Sell |
2,026
-22
| -1% | -$6.39K | 0.04% | 166 |
|
|
2020
Q3 | $593K | Buy |
2,048
+52
| +3% | +$15.1K | 0.05% | 151 |
|
|
2020
Q2 | $548K | Buy |
1,996
+55
| +3% | +$15.1K | 0.05% | 151 |
|
|
2020
Q1 | $410K | Hold |
1,941
| – | – | 0.04% | 158 |
|
|
2019
Q4 | $460K | Hold |
1,941
| – | – | 0.04% | 170 |
|
|
2019
Q3 | $397K | Buy |
+1,941
| New | +$397K | 0.04% | 163 |
|