Westbourne Investment Advisors’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 | $1.2M | Sell |
2,386
-275
| -10% | -$138K | 0.36% | 47 |
|
|
2025
Q1 | $1.24M | Sell |
2,661
-140
| -5% | -$65.2K | 0.44% | 44 |
|
|
2024
Q4 | $1.33M | Sell |
2,801
-210
| -7% | -$99.4K | 0.45% | 41 |
|
|
2024
Q3 | $1.43M | Sell |
3,011
-100
| -3% | -$47.5K | 0.5% | 42 |
|
|
2024
Q2 | $1.31M | Sell |
3,111
-310
| -9% | -$131K | 0.47% | 42 |
|
|
2024
Q1 | $1.35M | Sell |
3,421
-490
| -13% | -$193K | 0.5% | 42 |
|
|
2023
Q4 | $1.53M | Sell |
3,911
-350
| -8% | -$137K | 0.61% | 36 |
|
|
2023
Q3 | $1.35M | Sell |
4,261
-275
| -6% | -$86.9K | 0.62% | 38 |
|
|
2023
Q2 | $1.58M | Sell |
4,536
-75
| -2% | -$26.1K | 0.71% | 36 |
|
|
2023
Q1 | $1.41M | Sell |
4,611
-310
| -6% | -$94.9K | 0.68% | 38 |
|
|
2022
Q4 | $1.37M | Sell |
4,921
-50
| -1% | -$13.9K | 0.69% | 40 |
|
|
2022
Q3 | $1.21M | Sell |
4,971
-250
| -5% | -$60.8K | 0.64% | 40 |
|
|
2022
Q2 | $1.42M | Sell |
5,221
-128
| -2% | -$34.8K | 0.88% | 34 |
|
|
2022
Q1 | $1.81M | Hold |
5,349
| – | – | 0.75% | 36 |
|
|
2021
Q4 | $2.09M | Sell |
5,349
-75
| -1% | -$29.3K | 0.82% | 30 |
|
|
2021
Q3 | $1.93M | Hold |
5,424
| – | – | 0.88% | 30 |
|
|
2021
Q2 | $1.97M | Hold |
5,424
| – | – | 0.89% | 29 |
|
|
2021
Q1 | $1.62M | Sell |
5,424
-221
| -4% | -$66K | 0.81% | 33 |
|
|
2020
Q4 | $1.64M | Hold |
5,645
| – | – | 0.96% | 29 |
|
|
2020
Q3 | $1.64M | Sell |
5,645
-40
| -0.7% | -$11.6K | 1.88% | 16 |
|
|
2020
Q2 | $1.56M | Sell |
5,685
-125
| -2% | -$34.3K | 1.92% | 15 |
|
|
2020
Q1 | $1.23M | Sell |
5,810
-200
| -3% | -$42.3K | 1.13% | 24 |
|
|
2019
Q4 | $1.43M | Sell |
6,010
-440
| -7% | -$104K | 0.97% | 31 |
|
|
2019
Q3 | $1.32M | Sell |
6,450
-255
| -4% | -$52.2K | 0.99% | 28 |
|
|
2019
Q2 | $1.31M | Sell |
6,705
-135
| -2% | -$26.4K | 1.06% | 27 |
|
|
2019
Q1 | $1.24M | Sell |
6,840
-200
| -3% | -$36.2K | 0.95% | 30 |
|
|
2018
Q4 | $986K | Hold |
7,040
| – | – | 0.85% | 38 |
|
|
2018
Q3 | $1.18M | Hold |
7,040
| – | – | 0.85% | 37 |
|
|
2018
Q2 | $1.2M | Sell |
7,040
-166
| -2% | -$28.3K | 1.03% | 30 |
|
|
2018
Q1 | $1.16M | Sell |
7,206
-300
| -4% | -$48.4K | 0.93% | 34 |
|
|
2017
Q4 | $1.11M | Hold |
7,506
| – | – | 0.84% | 42 |
|
|
2017
Q3 | $1.05M | Sell |
7,506
-250
| -3% | -$34.8K | 0.82% | 45 |
|
|
2017
Q2 | $944K | Sell |
7,756
-53
| -0.7% | -$6.45K | 0.77% | 46 |
|
|
2017
Q1 | $875K | Sell |
7,809
-598
| -7% | -$67K | 0.72% | 44 |
|
|
2016
Q4 | $793K | Sell |
8,407
-50
| -0.6% | -$4.72K | 0.69% | 48 |
|
|
2016
Q3 | $916K | Sell |
8,457
-385
| -4% | -$41.7K | 0.81% | 46 |
|
|
2016
Q2 | $829K | Sell |
8,842
-211
| -2% | -$19.8K | 0.75% | 44 |
|
|
2016
Q1 | $874K | Sell |
9,053
-300
| -3% | -$29K | 0.84% | 41 |
|
|
2015
Q4 | $938K | Sell |
9,353
-197
| -2% | -$19.8K | 0.91% | 40 |
|
|
2015
Q3 | $938K | Sell |
9,550
-110
| -1% | -$10.8K | 0.94% | 31 |
|
|
2015
Q2 | $1.04M | Buy |
+9,660
| New | +$1.04M | 0.95% | 34 |
|