Exencial Wealth Advisors, LLC Moodys Corp Transaction History

Exencial Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	SELL	$276.47 - $329.49 $3,317 - $3,953	-12 Reduced 0.37%	3,232 $989,000
Q4 2022 Feb 14, 2023	BUY	$235.25 - $310.37 $6,351 - $8,379	27 Added 0.84%	3,244 $903,000
Q3 2022 Nov 08, 2022	SELL	$243.11 - $322.97 $1,944 - $2,583	-8 Reduced 0.25%	3,217 $782,000
Q2 2022 Aug 11, 2022	BUY	$253.64 - $343.38 $3,804 - $5,150	15 Added 0.47%	3,225 $877,000
Q1 2022 May 12, 2022	BUY	$301.31 - $386.27 $903 - $1,158	3 Added 0.09%	3,210 $1.08 Million
Q4 2021 Feb 10, 2022	BUY	$349.73 - $406.69 $1,398 - $1,626	4 Added 0.12%	3,207 $1.25 Million
Q3 2021 Nov 04, 2021	BUY	$355.11 - $386.84 $1,065 - $1,160	3 Added 0.09%	3,203 $1.14 Million
Q3 2019 Nov 13, 2019	SELL	$197.58 - $220.54 $9,879 - $11,027	-50 Reduced 1.54%	3,200 $655,000
Q1 2019 May 08, 2019	SELL	$136.18 - $181.99 $6,809 - $9,099	-50 Reduced 1.52%	3,250 $589,000
Q4 2018 Feb 06, 2019	BUY	$129.35 - $169.56 $426,855 - $559,548	3,300 New	3,300 $462,000

1,298

154M

187K

104K

Ticker MCO
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 183,200,000
Market Cap $91.8B
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,...

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

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.