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
2025
Q3
$123K Buy
2024
Q2
Sell
2024
Q1
$548K Sell
2023
Q4
$591K Buy
2022
Q4
Sell
2022
Q3
$585K Buy
2022
Q2
$653K Sell
2022
Q1
$863K Sell
2021
Q4
$1.18M Buy
2021
Q3
$1.01M Buy
2021
Q2
$911K Sell
2021
Q1
$1.49M Buy
2020
Q4
$1.18M Buy
2020
Q3
$331K Buy
2020
Q2
$304K Sell
2020
Q1
$930K Buy
2019
Q1
Sell
2018
Q4
$9K Buy