Whipplewood 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
$61.7K Sell
123
-141
-53% -$70.7K 0.03% 289
2025
Q1
$60.5K Buy
264
+109
+70% +$25K 0.04% 280
2024
Q4
$73.4K Buy
+155
New +$73.4K 0.04% 262