A detailed history of Circle Wealth Management, LLC transactions in Moodys Corp stock. As of the latest transaction made, Circle Wealth Management, LLC holds 1,548 shares of MCO stock, worth $712,900. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,548
Previous 1,655 6.47%
Holding current value
$712,900
Previous $650,000 0.15%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024

SELL
$370.33 - $427.53 $39,625 - $45,745
-107 Reduced 6.47%
1,548 $651,000
Q1 2024

May 14, 2024

BUY
$366.48 - $405.17 $42,878 - $47,404
117 Added 7.61%
1,655 $650,000
Q4 2023

Feb 14, 2024

BUY
$301.97 - $391.62 $42,879 - $55,610
142 Added 10.17%
1,538 $600,000
Q3 2023

Nov 14, 2023

BUY
$314.51 - $361.7 $2,201 - $2,531
7 Added 0.5%
1,396 $441,000
Q4 2022

Feb 13, 2023

BUY
$235.25 - $310.37 $326,762 - $431,103
1,389 New
1,389 $386,000

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 $84.4B
  • 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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