Capital Planning Advisors, LLC Moodys Corp Transaction History

Capital Planning Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$243.11 - $322.97 $367,096 - $487,684	-1,510 Reduced 49.14%	1,563 $380,000
Q2 2022 Aug 10, 2022	SELL	$253.64 - $343.38 $499,924 - $676,801	-1,971 Reduced 39.08%	3,073 $836,000
Q1 2022 May 10, 2022	SELL	$301.31 - $386.27 $19,585 - $25,107	-65 Reduced 1.27%	5,044 $1.7 Million
Q4 2021 Feb 14, 2022	BUY	$349.73 - $406.69 $131,848 - $153,322	377 Added 7.97%	5,109 $2 Million
Q3 2021 Nov 09, 2021	BUY	$355.11 - $386.84 $34,800 - $37,910	98 Added 2.11%	4,732 $1.68 Million
Q2 2021 Aug 13, 2021	SELL	$306.31 - $366.34 $8,882 - $10,623	-29 Reduced 0.62%	4,634 $1.68 Million
Q1 2021 Apr 30, 2021	BUY	$263.04 - $306.97 $549,227 - $640,953	2,088 Added 81.09%	4,663 $1.39 Million
Q4 2020 Feb 04, 2021	BUY	$261.86 - $295.18 $73,320 - $82,650	280 Added 12.2%	2,575 $747,000
Q3 2020 Nov 12, 2020	BUY	$271.15 - $304.49 $100,325 - $112,661	370 Added 19.22%	2,295 $665,000
Q2 2020 Aug 06, 2020	BUY	$197.55 - $282.58 $90,675 - $129,704	459 Added 31.31%	1,925 $529,000
Q1 2020 May 11, 2020	BUY	$165.09 - $285.31 $14,858 - $25,677	90 Added 6.54%	1,466 $310,000
Q4 2019 Feb 03, 2020	BUY	$196.81 - $239.3 $270,810 - $329,276	1,376 New	1,376 $327,000

1,297

154M

187K

104K

Ticker MCO
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 183,200,000
Market Cap $88.1B
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,...

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