A detailed history of Ever Source Wealth Advisors, LLC transactions in Moodys Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 531 shares of MCO stock, worth $257,869. This represents 0.02% of its overall portfolio holdings.

Number of Shares
531
Previous 506 4.94%
Holding current value
$257,869
Previous $212,000 18.4%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$421.49 - $494.67 $10,537 - $12,366
25 Added 4.94%
531 $251,000
Q2 2024

Aug 13, 2024

SELL
$370.33 - $427.53 $16,664 - $19,238
-45 Reduced 8.17%
506 $212,000
Q1 2024

Jun 11, 2024

BUY
$366.48 - $405.17 $82,458 - $91,163
225 Added 69.02%
551 $216,000
Q4 2023

Feb 09, 2024

BUY
$301.97 - $391.62 $9,361 - $12,140
31 Added 10.51%
326 $127,000
Q3 2023

Nov 03, 2023

BUY
$314.51 - $361.7 $943 - $1,085
3 Added 1.03%
295 $93,000
Q2 2023

Aug 04, 2023

BUY
$295.66 - $348.31 $31,931 - $37,617
108 Added 58.7%
292 $101,000
Q1 2023

May 11, 2023

SELL
$276.47 - $329.49 $85,982 - $102,471
-311 Reduced 62.83%
184 $56,000
Q4 2022

Feb 09, 2023

SELL
$235.25 - $310.37 $65,634 - $86,593
-279 Reduced 36.05%
495 $137,000
Q3 2022

Nov 07, 2022

BUY
$243.11 - $322.97 $25,526 - $33,911
105 Added 15.7%
774 $189,000
Q2 2022

Aug 01, 2022

BUY
$253.64 - $343.38 $58,337 - $78,977
230 Added 52.39%
669 $183,000
Q1 2022

May 25, 2022

BUY
$301.31 - $386.27 $92,200 - $118,198
306 Added 230.08%
439 $148,000
Q4 2021

Feb 07, 2022

BUY
$349.73 - $406.69 $46,514 - $54,089
133 New
133 $52,000

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 $89B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.