Waverly 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 | $506K | Buy |
1,009
+1
| +0.1% | +$502 | 0.01% | 790 |
|
|
2025
Q1 | $469K | Buy |
1,008
+13
| +1% | +$6.05K | 0.01% | 798 |
|
|
2024
Q4 | $471K | Buy |
+995
| New | +$471K | 0.01% | 697 |
|
|
2024
Q3 | – | Sell |
-560
| Closed | -$236K | – | 820 |
|
|
2024
Q2 | $236K | Buy |
+560
| New | +$236K | ﹤0.01% | 723 |
|
|
2018
Q1 | – | Sell |
-2,445
| Closed | -$361K | – | 292 |
|
|
2017
Q4 | $361K | Sell |
2,445
-2,201
| -47% | -$325K | 0.05% | 175 |
|
|
2017
Q3 | $647K | Hold |
4,646
| – | – | 0.14% | 120 |
|
|
2017
Q2 | $565K | Hold |
4,646
| – | – | 0.14% | 124 |
|
|
2017
Q1 | $521K | Buy |
+4,646
| New | +$521K | 0.14% | 127 |
|