Wealthspire Advisors (New York)’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $359K | Buy |
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|
2025
Q3 | $123K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $548K | Sell |
|
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|
2023
Q4 | $591K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $585K | Buy |
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|
2022
Q2 | $653K | Sell |
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|
2022
Q1 | $863K | Sell |
|
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $911K | Sell |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $930K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Buy |
|