Williams Jones Wealth Management’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 | $2.68M | Buy |
5,349
+322
| +6% | +$162K | 0.03% | 168 |
|
|
2025
Q1 | $2.34M | Sell |
5,027
-2,199
| -30% | -$1.02M | 0.03% | 172 |
|
|
2024
Q4 | $3.42M | Sell |
7,226
-138
| -2% | -$65.3K | 0.04% | 155 |
|
|
2024
Q3 | $3.49M | Buy |
7,364
+8
| +0.1% | +$3.8K | 0.04% | 158 |
|
|
2024
Q2 | $3.1M | Sell |
7,356
-85
| -1% | -$35.8K | 0.04% | 160 |
|
|
2024
Q1 | $2.92M | Buy |
7,441
+1,565
| +27% | +$615K | 0.04% | 159 |
|
|
2023
Q4 | $2.29M | Buy |
5,876
+2,031
| +53% | +$793K | 0.03% | 183 |
|
|
2023
Q3 | $1.22M | Hold |
3,845
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $1.34M | Sell |
3,845
-18
| -0.5% | -$6.26K | 0.02% | 228 |
|
|
2023
Q1 | $1.18M | Hold |
3,863
| – | – | 0.02% | 253 |
|
|
2022
Q4 | $1.08M | Hold |
3,863
| – | – | 0.02% | 259 |
|
|
2022
Q3 | $939K | Hold |
3,863
| – | – | 0.02% | 276 |
|
|
2022
Q2 | $1.05M | Buy |
3,863
+1,787
| +86% | +$486K | 0.02% | 266 |
|
|
2022
Q1 | $700K | Buy |
2,076
+1,319
| +174% | +$445K | 0.01% | 311 |
|
|
2021
Q4 | $296K | Hold |
757
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $269K | Hold |
757
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $274K | Hold |
757
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $226K | Hold |
757
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $220K | Hold |
757
| – | – | ﹤0.01% | 418 |
|
|
2020
Q3 | $219K | Hold |
757
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $208K | Buy |
+757
| New | +$208K | ﹤0.01% | 372 |
|