Waldron Private Wealth’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 | $976K | Sell |
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|
2025
Q2 | $1.05M | Hold |
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|
2025
Q1 | $972K | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $652K | Hold |
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|
2022
Q3 | $652K | Buy |
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|
2022
Q2 | $632K | Sell |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $886K | Hold |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $734K | Hold |
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|
2021
Q1 | $604K | Hold |
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|
2020
Q4 | $588K | Sell |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $548K | Buy |
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|
2020
Q1 | $410K | Hold |
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|
2019
Q4 | $460K | Hold |
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|
2019
Q3 | $397K | Buy |
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