A detailed history of Creative One Wealth, LLC transactions in Moodys Corp stock. As of the latest transaction made, Creative One Wealth, LLC holds 6,773 shares of MCO stock, worth $3.16 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,773
Previous 6,153 10.08%
Holding current value
$3.16 Million
Previous $2.59 Million 24.01%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 13, 2024

BUY
$421.49 - $494.67 $261,323 - $306,695
620 Added 10.08%
6,773 $3.21 Million
Q2 2024

Aug 14, 2024

SELL
$370.33 - $427.53 $83,694 - $96,621
-226 Reduced 3.54%
6,153 $2.59 Million
Q1 2024

May 14, 2024

BUY
$366.48 - $405.17 $264,598 - $292,532
722 Added 12.76%
6,379 $2.51 Million
Q4 2023

Feb 09, 2024

BUY
$301.97 - $391.62 $71,868 - $93,205
238 Added 4.39%
5,657 $2.21 Million
Q3 2023

Oct 17, 2023

SELL
$314.51 - $361.7 $173,609 - $199,658
-552 Reduced 9.24%
5,419 $1.71 Million
Q2 2023

Aug 16, 2023

BUY
$295.66 - $348.31 $217,014 - $255,659
734 Added 14.02%
5,971 $2.08 Million
Q2 2023

Aug 14, 2023

SELL
$295.66 - $348.31 $152,856 - $180,076
-517 Reduced 8.99%
5,237 $1.47 Million
Q1 2023

May 15, 2023

SELL
$276.47 - $329.49 $9,952 - $11,861
-36 Reduced 0.62%
5,754 $1.76 Million
Q4 2022

Feb 14, 2023

BUY
$235.25 - $310.37 $10,586 - $13,966
45 Added 0.78%
5,790 $1.61 Million
Q3 2022

Nov 14, 2022

BUY
$243.11 - $322.97 $84,845 - $112,716
349 Added 6.47%
5,745 $1.4 Million
Q2 2022

Aug 12, 2022

BUY
$253.64 - $343.38 $201,643 - $272,987
795 Added 17.28%
5,396 $1.47 Million
Q1 2022

May 13, 2022

BUY
$301.31 - $386.27 $111,183 - $142,533
369 Added 8.72%
4,601 $1.55 Million
Q4 2021

Feb 15, 2022

BUY
$349.73 - $406.69 $199,346 - $231,813
570 Added 15.57%
4,232 $1.65 Million
Q3 2021

Nov 16, 2021

BUY
$355.11 - $386.84 $90,197 - $98,257
254 Added 7.45%
3,662 $1.31 Million
Q2 2021

Aug 13, 2021

BUY
$306.31 - $366.34 $71,370 - $85,357
233 Added 7.34%
3,408 $1.24 Million
Q1 2021

May 17, 2021

BUY
$263.04 - $306.97 $171,765 - $200,451
653 Added 25.89%
3,175 $948,000
Q4 2020

Feb 12, 2021

BUY
$261.86 - $295.18 $104,482 - $117,776
399 Added 18.79%
2,522 $732,000
Q3 2020

Nov 13, 2020

BUY
$271.15 - $304.49 $72,939 - $81,907
269 Added 14.51%
2,123 $615,000
Q2 2020

Aug 13, 2020

BUY
$197.55 - $282.58 $366,257 - $523,903
1,854 New
1,854 $509,000

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 $85.4B
  • 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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.