Walter & Keenan 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
Q2 | $953K | Buy |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $820K | Buy |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $691K | Buy |
|
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|
2023
Q4 | $673K | Hold |
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|
2023
Q3 | $545K | Hold |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $468K | Hold |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $567K | Hold |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $603K | Hold |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $477K | Hold |
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|
2020
Q2 | $452K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $321K | Hold |
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|
2019
Q1 | $298K | Hold |
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|
2018
Q4 | $231K | Buy |
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|
2018
Q3 | $275 | Sell |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $265K | Hold |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $229K | Hold |
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|
2017
Q2 | $200K | Buy |
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