Glassman Wealth Services Moodys Corp Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$301.97 - $391.62 $64,017 - $83,023	-212 Reduced 29.49%	507 $198,000
Q3 2023 Nov 13, 2023	SELL	$314.51 - $361.7 $314 - $361	-1 Reduced 0.14%	719 $227,000
Q2 2023 Aug 08, 2023	BUY	$295.66 - $348.31 $141,325 - $166,492	478 Added 197.52%	720 $250,000
Q1 2023 May 04, 2023	BUY	$276.47 - $329.49 $12,994 - $15,486	47 Added 24.1%	242 $74,000
Q4 2022 Feb 06, 2023	SELL	$235.25 - $310.37 $8,704 - $11,483	-37 Reduced 15.95%	195 $54,000
Q3 2022 Nov 09, 2022	BUY	$243.11 - $322.97 $2,674 - $3,552	11 Added 4.98%	232 $56,000
Q2 2022 Aug 04, 2022	BUY	$253.64 - $343.38 $2,790 - $3,777	11 Added 5.24%	221 $60,000
Q1 2022 Aug 23, 2022	BUY	$301.31 - $386.27 $6,026 - $7,725	20 Added 10.53%	210 $71,000
Q1 2022 Apr 14, 2022	SELL	$301.31 - $386.27 $2,711 - $3,476	-9 Reduced 4.52%	190 $64,000
Q4 2021 Feb 14, 2022	BUY	$349.73 - $406.69 $13,989 - $16,267	40 Added 25.16%	199 $78,000
Q3 2021 Nov 10, 2021	BUY	$355.11 - $386.84 $6,036 - $6,576	17 Added 11.97%	159 $56,000
Q2 2021 Aug 04, 2021	BUY	$306.31 - $366.34 $3,063 - $3,663	10 Added 7.58%	142 $51,000
Q1 2021 May 05, 2021	BUY	$263.04 - $306.97 $9,995 - $11,664	38 Added 40.43%	132 $39,000
Q4 2020 Feb 04, 2021	SELL	$261.86 - $295.18 $1,571 - $1,771	-6 Reduced 6.0%	94 $27,000
Q3 2020 Nov 09, 2020	BUY	$271.15 - $304.49 $7,592 - $8,525	28 Added 38.89%	100 $29,000
Q2 2020 Aug 06, 2020	BUY	$197.55 - $282.58 $6,321 - $9,042	32 Added 80.0%	72 $20,000
Q1 2020 May 12, 2020	SELL	$165.09 - $285.31 $330 - $570	-2 Reduced 4.76%	40 $8,000
Q4 2019 Feb 07, 2020	BUY	$196.81 - $239.3 $590 - $717	3 Added 7.69%	42 $10,000
Q3 2019 Nov 01, 2019	BUY	$197.58 - $220.54 $790 - $882	4 Added 11.43%	39 $8,000
Q2 2019 Aug 08, 2019	BUY	$181.01 - $197.35 $543 - $592	3 Added 9.38%	35 $7,000
Q1 2019 May 10, 2019	BUY	$136.18 - $181.99 $2,723 - $3,639	20 Added 166.67%	32 $6,000
Q3 2018 Nov 13, 2018	SELL	$167.2 - $187.02 $501 - $561	-3 Reduced 20.0%	12 $2,000
Q2 2018 Aug 09, 2018	SELL	$158.66 - $179.21 $1,110 - $1,254	-7 Reduced 31.82%	15 $3,000
Q1 2018 May 01, 2018	SELL	$146.13 - $170.2 $1,169 - $1,361	-8 Reduced 26.67%	22 $4,000
Q4 2017 Feb 06, 2018	BUY	$140.21 - $152.57 $4,206 - $4,577	30	30 $4,000

Others Institutions Holding MCO

# of Institutions

1,298

Shares Held

154M

Call Options Held

187K

Put Options Held

104K

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

24.7M
Shares

$12.2 Billion
4.45% of portfolio
Vanguard Group Inc Valley Forge, PA

14.6M
Shares

$7.22 Billion
0.13% of portfolio
Chris Hohn Tci Fund Management LTD | London, X0

13.2M
Shares

$6.54 Billion
16.33% of portfolio
Black Rock Inc. New York, NY

13.2M
Shares

$6.51 Billion
0.13% of portfolio
State Street Corp Boston, MA

7.05M
Shares

$3.48 Billion
0.14% of portfolio

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 $90.4B
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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