Wealthspire Advisors (New York)’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,393
| Closed | -$548K | – | 683 |
|
|
2024
Q1 | $548K | Sell |
1,393
-119
| -8% | -$46.8K | 0.01% | 411 |
|
|
2023
Q4 | $591K | Buy |
+1,512
| New | +$591K | 0.01% | 392 |
|
|
2022
Q4 | – | Sell |
-2,406
| Closed | -$585K | – | 598 |
|
|
2022
Q3 | $585K | Buy |
2,406
+6
| +0.3% | +$1.46K | 0.01% | 307 |
|
|
2022
Q2 | $653K | Sell |
2,400
-159
| -6% | -$43.3K | 0.01% | 282 |
|
|
2022
Q1 | $863K | Sell |
2,559
-473
| -16% | -$160K | 0.02% | 206 |
|
|
2021
Q4 | $1.18M | Buy |
3,032
+190
| +7% | +$74.2K | 0.03% | 208 |
|
|
2021
Q3 | $1.01M | Buy |
2,842
+328
| +13% | +$116K | 0.02% | 245 |
|
|
2021
Q2 | $911K | Sell |
2,514
-2,484
| -50% | -$900K | 0.02% | 170 |
|
|
2021
Q1 | $1.49M | Buy |
4,998
+917
| +22% | +$274K | 0.04% | 209 |
|
|
2020
Q4 | $1.18M | Buy |
4,081
+2,939
| +257% | +$853K | 0.04% | 188 |
|
|
2020
Q3 | $331K | Buy |
1,142
+36
| +3% | +$10.4K | 0.02% | 226 |
|
|
2020
Q2 | $304K | Sell |
1,106
-3,289
| -75% | -$904K | 0.02% | 205 |
|
|
2020
Q1 | $930K | Buy |
+4,395
| New | +$930K | 0.04% | 208 |
|
|
2019
Q1 | – | Sell |
-61
| Closed | -$9K | – | 495 |
|
|
2018
Q4 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 530 |
|