A detailed history of Accretive Wealth Partners, LLC transactions in Moodys Corp stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 2,591 shares of MCO stock, worth $1.23 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,591
Previous 2,604 0.5%
Holding current value
$1.23 Million
Previous $1.02 Million 6.55%
% of portfolio
0.46%
Previous 0.45%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$370.33 - $427.53 $4,814 - $5,557
-13 Reduced 0.5%
2,591 $1.09 Million
Q1 2024

May 06, 2024

SELL
$366.48 - $405.17 $12,093 - $13,370
-33 Reduced 1.25%
2,604 $1.02 Million
Q4 2023

Feb 06, 2024

SELL
$301.97 - $391.62 $3,925 - $5,091
-13 Reduced 0.49%
2,637 $1.03 Million
Q3 2023

Nov 06, 2023

BUY
$314.51 - $361.7 $9,435 - $10,851
30 Added 1.15%
2,650 $837,000
Q2 2023

Aug 07, 2023

BUY
$295.66 - $348.31 $33,705 - $39,707
114 Added 4.55%
2,620 $911,000
Q1 2023

May 04, 2023

BUY
$276.47 - $329.49 $17,694 - $21,087
64 Added 2.62%
2,506 $766,000
Q4 2022

Feb 13, 2023

BUY
$235.25 - $310.37 $21,407 - $28,243
91 Added 3.87%
2,442 $680,000
Q3 2022

Nov 14, 2022

BUY
$243.11 - $322.97 $1,944 - $2,583
8 Added 0.34%
2,351 $572,000
Q2 2022

Aug 12, 2022

SELL
$253.64 - $343.38 $46,162 - $62,495
-182 Reduced 7.21%
2,343 $637,000
Q1 2022

May 12, 2022

BUY
$301.31 - $386.27 $14,764 - $18,927
49 Added 1.98%
2,525 $852,000
Q4 2021

Feb 14, 2022

BUY
$349.73 - $406.69 $22,382 - $26,028
64 Added 2.65%
2,476 $967,000
Q3 2021

Nov 12, 2021

BUY
$355.11 - $386.84 $30,539 - $33,268
86 Added 3.7%
2,412 $856,000
Q2 2021

Aug 13, 2021

BUY
$306.31 - $366.34 $49,009 - $58,614
160 Added 7.39%
2,326 $843,000
Q1 2021

May 17, 2021

BUY
$263.04 - $306.97 $81,542 - $95,160
310 Added 16.7%
2,166 $647,000
Q4 2020

Feb 12, 2021

BUY
$261.86 - $295.18 $486,012 - $547,854
1,856 New
1,856 $539,000

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 $86.8B
  • 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
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