Waverly Advisors’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
$375K Sell
2025
Q2
$506K Buy
2025
Q1
$469K Buy
2024
Q4
$471K Buy
2024
Q3
Sell
2024
Q2
$236K Buy
2018
Q1
Sell
2017
Q4
$361K Sell
2017
Q3
$647K Hold
2017
Q2
$565K Hold
2017
Q1
$521K Buy