Wealth Enhancement Advisory Services’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 | $11.8M | Buy |
23,280
+748
| +3% | +$378K | 0.02% | 579 |
|
|
2025
Q1 | $10.5M | Buy |
22,532
+7,492
| +50% | +$3.49M | 0.02% | 563 |
|
|
2024
Q4 | $7.12M | Buy |
15,040
+5,041
| +50% | +$2.39M | 0.01% | 674 |
|
|
2024
Q3 | $4.75M | Sell |
9,999
-72
| -0.7% | -$34.2K | 0.01% | 738 |
|
|
2024
Q2 | $4.24M | Sell |
10,071
-252
| -2% | -$106K | 0.01% | 731 |
|
|
2024
Q1 | $4.06M | Sell |
10,323
-196
| -2% | -$77K | 0.01% | 721 |
|
|
2023
Q4 | $4.11M | Sell |
10,519
-1,695
| -14% | -$662K | 0.01% | 661 |
|
|
2023
Q3 | $3.86M | Buy |
12,214
+11,207
| +1,113% | +$3.54M | 0.01% | 642 |
|
|
2023
Q2 | $350K | Sell |
1,007
-80
| -7% | -$27.8K | ﹤0.01% | 403 |
|
|
2023
Q1 | $333K | Buy |
+1,087
| New | +$333K | ﹤0.01% | 429 |
|
|
2019
Q2 | – | Sell |
-8,628
| Closed | -$1.63M | – | 233 |
|
|
2019
Q1 | $1.63M | Buy |
8,628
+2,299
| +36% | +$434K | 0.09% | 93 |
|
|
2018
Q4 | $1.01M | Buy |
+6,329
| New | +$1.01M | 0.06% | 119 |
|
|
2016
Q4 | – | Sell |
-14,527
| Closed | -$1.58M | – | 165 |
|
|
2016
Q3 | $1.58M | Buy |
14,527
+1,158
| +9% | +$126K | 0.23% | 62 |
|
|
2016
Q2 | $1.25M | Buy |
13,369
+1,565
| +13% | +$147K | 0.23% | 87 |
|
|
2016
Q1 | $1.13M | Buy |
11,804
+2,338
| +25% | +$224K | 0.23% | 83 |
|
|
2015
Q4 | $950K | Buy |
9,466
+1,243
| +15% | +$125K | 0.24% | 91 |
|
|
2015
Q3 | $809K | Buy |
8,223
+1,279
| +18% | +$126K | 0.25% | 88 |
|
|
2015
Q2 | $750K | Buy |
6,944
+3,058
| +79% | +$330K | 0.23% | 87 |
|
|
2015
Q1 | $403K | Buy |
+3,886
| New | +$403K | 0.15% | 104 |
|