A detailed history of Avidian Wealth Solutions, LLC transactions in Moodys Corp stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 984 shares of MCO stock, worth $507,045. This represents 0.02% of its overall portfolio holdings.

Number of Shares
984
Previous 507 94.08%
Holding current value
$507,045
Previous $236,000 108.9%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$396.7 - $501.59 $189,225 - $239,258
477 Added 94.08%
984 $493,000
Q1 2025

Apr 25, 2025

BUY
$437.8 - $527.48 $35,024 - $42,198
80 Added 18.74%
507 $236,000
Q4 2024

Jan 29, 2025

BUY
$454.04 - $500.88 $193,875 - $213,875
427 New
427 $202,000
Q3 2020

Nov 06, 2020

SELL
$271.15 - $304.49 $302,332 - $339,506
-1,115 Closed
0 $0
Q2 2020

Aug 10, 2020

BUY
$197.55 - $282.58 $220,268 - $315,076
1,115 New
1,115 $306,000

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 $94.4B
  • 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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