Creative One Wealth, LLC Moodys Corp Transaction History

Creative One Wealth, LLC

$2.51 Billion
Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Moodys Corp stock. As of the latest transaction made, Creative One Wealth, LLC holds 6,379 shares of MCO stock, worth $2.69 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,379

Previous 5,657 12.76%

Holding current value

$2.69 Million

Previous $2.21 Million 13.49%

% of portfolio

0.1%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,200

Shares Held

156M

Call Options Held

166K

Put Options Held

172K

View Full List

About MOODYS CORP

Ticker MCO
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 183,200,000
Market Cap $77.1B
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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Creative One Wealth, LLC Moodys Corp Transaction History