A detailed history of Balboa Wealth Partners transactions in Moodys Corp stock. As of the latest transaction made, Balboa Wealth Partners holds 803 shares of MCO stock, worth $377,482. This represents 0.1% of its overall portfolio holdings.

Number of Shares
803
Previous 804 0.12%
Holding current value
$377,482
Previous $338,000 12.43%
% of portfolio
0.1%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$421.49 - $494.67 $421 - $494
-1 Reduced 0.12%
803 $380,000
Q2 2024

Aug 13, 2024

BUY
$370.33 - $427.53 $12,961 - $14,963
35 Added 4.55%
804 $338,000
Q1 2024

May 13, 2024

SELL
$366.48 - $405.17 $65,966 - $72,930
-180 Reduced 18.97%
769 $302,000
Q4 2023

Feb 09, 2024

SELL
$301.97 - $391.62 $3,321 - $4,307
-11 Reduced 1.15%
949 $370,000
Q3 2023

Oct 23, 2023

BUY
$314.51 - $361.7 $39,628 - $45,574
126 Added 15.11%
960 $303,000
Q2 2023

Aug 08, 2023

SELL
$295.66 - $348.31 $38,140 - $44,931
-129 Reduced 13.4%
834 $289,000
Q1 2023

May 11, 2023

SELL
$276.47 - $329.49 $460,599 - $548,930
-1,666 Reduced 63.37%
963 $294,000
Q4 2022

Feb 14, 2023

SELL
$235.25 - $310.37 $452,385 - $596,841
-1,923 Reduced 42.25%
2,629 $732,000
Q3 2022

Jan 04, 2023

BUY
$243.11 - $322.97 $1.11 Million - $1.47 Million
4,552 New
4,552 $1.11 Million

Others Institutions Holding MCO

About MOODYS CORP


  • Ticker MCO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 183,200,000
  • Market Cap $86.1B
  • Description
  • Moody's Corporation operates as an integrated risk assessment firm worldwide. It operates in two segments, Moody's Investors Service and Moody's Analytics. The Moody's Investors Service segment publishes credit ratings and provides assessment services on various debt obligations, programs and facilities, and entities that issue such obligations,...
More about MCO
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.