A detailed history of Castle Rock Wealth Management, LLC transactions in Moodys Corp stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 1,547 shares of MCO stock, worth $772,974. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,547
Previous 1,545 0.13%
Holding current value
$772,974
Previous $650,000 12.92%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Oct 09, 2024

BUY
$421.49 - $494.67 $842 - $989
2 Added 0.13%
1,547 $734,000
Q1 2024

May 13, 2024

BUY
$366.48 - $405.17 $732 - $810
2 Added 0.13%
1,545 $607,000
Q4 2022

Jan 30, 2023

SELL
$235.25 - $310.37 $38,816 - $51,211
-165 Reduced 9.66%
1,543 $429,000
Q4 2020

Jan 29, 2021

BUY
$261.86 - $295.18 $447,256 - $504,167
1,708 New
1,708 $456,000
Q3 2020

Dec 07, 2020

SELL
$271.15 - $304.49 $463,124 - $520,068
-1,708 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$196.81 - $239.3 $33,064 - $40,202
-168 Reduced 8.96%
1,708 $463,000
Q4 2018

Feb 11, 2019

BUY
$129.35 - $169.56 $242,660 - $318,094
1,876 New
1,876 $305,000

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 $91.5B
  • 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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