A detailed history of Heritage Wealth Management, LLC transactions in Moodys Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,299 shares of MCO stock, worth $1.09 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
2,299
Previous 2,552 9.91%
Holding current value
$1.09 Million
Previous $1 Million 3.59%
% of portfolio
0.55%
Previous 0.5%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$370.33 - $427.53 $93,693 - $108,165
-253 Reduced 9.91%
2,299 $967,000
Q1 2024

Apr 25, 2024

SELL
$366.48 - $405.17 $23,454 - $25,930
-64 Reduced 2.45%
2,552 $1 Million
Q4 2023

Feb 06, 2024

SELL
$301.97 - $391.62 $1.61 Million - $2.08 Million
-5,322 Reduced 67.04%
2,616 $1.02 Million
Q4 2022

Feb 13, 2023

BUY
$235.25 - $310.37 $994,166 - $1.31 Million
4,226 Added 113.85%
7,938 $2.21 Million
Q3 2022

Nov 14, 2022

BUY
$243.11 - $322.97 $22,609 - $30,036
93 Added 2.57%
3,712 $902,000
Q2 2022

Aug 15, 2022

SELL
$253.64 - $343.38 $19,530 - $26,440
-77 Reduced 2.08%
3,619 $984,000
Q1 2022

Aug 15, 2022

BUY
$301.31 - $386.27 $349,820 - $448,459
1,161 Added 45.8%
3,696 $1.25 Million
Q3 2021

Nov 10, 2021

BUY
$355.11 - $386.84 $122,157 - $133,072
344 Added 15.7%
2,535 $900,000
Q2 2021

Aug 11, 2021

SELL
$306.31 - $366.34 $3,063 - $3,663
-10 Reduced 0.45%
2,191 $794,000
Q1 2021

Jul 16, 2021

BUY
$263.04 - $306.97 $578,951 - $675,640
2,201 New
2,201 $657,000

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 $86.7B
  • 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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