Wealthcare Advisory Partners’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 | $3.47M | Sell |
6,921
-129
| -2% | -$64.7K | 0.08% | 207 |
|
|
2025
Q1 | $3.28M | Sell |
7,050
-156
| -2% | -$72.6K | 0.09% | 195 |
|
|
2024
Q4 | $3.41M | Sell |
7,206
-8
| -0.1% | -$3.79K | 0.09% | 178 |
|
|
2024
Q3 | $3.42M | Sell |
7,214
-44
| -0.6% | -$20.9K | 0.1% | 184 |
|
|
2024
Q2 | $3.06M | Sell |
7,258
-292
| -4% | -$123K | 0.1% | 171 |
|
|
2024
Q1 | $2.97M | Buy |
+7,550
| New | +$2.97M | 0.1% | 175 |
|
|
2023
Q3 | – | Sell |
-601
| Closed | -$209K | – | 729 |
|
|
2023
Q2 | $209K | Buy |
+601
| New | +$209K | 0.01% | 669 |
|
|
2021
Q2 | – | Sell |
-136
| Closed | -$41K | – | 1311 |
|
|
2021
Q1 | $41K | Buy |
+136
| New | +$41K | ﹤0.01% | 941 |
|
|
2020
Q2 | – | Sell |
-58
| Closed | -$12K | – | 939 |
|
|
2020
Q1 | $12K | Hold |
58
| – | – | ﹤0.01% | 874 |
|
|
2019
Q4 | $14K | Hold |
58
| – | – | ﹤0.01% | 858 |
|
|
2019
Q3 | $12K | Hold |
58
| – | – | ﹤0.01% | 883 |
|
|
2019
Q2 | $11K | Hold |
58
| – | – | ﹤0.01% | 882 |
|
|
2019
Q1 | $11K | Sell |
58
-38
| -40% | -$7.21K | ﹤0.01% | 793 |
|
|
2018
Q4 | $13K | Hold |
96
| – | – | ﹤0.01% | 728 |
|
|
2018
Q3 | $16K | Buy |
96
+38
| +66% | +$6.33K | ﹤0.01% | 734 |
|
|
2018
Q2 | $10K | Buy |
58
+45
| +346% | +$7.76K | ﹤0.01% | 835 |
|
|
2018
Q1 | $2K | Sell |
13
-2
| -13% | -$308 | ﹤0.01% | 963 |
|
|
2017
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 928 |
|