Keebeck Wealth Management, LLC Moodys Corp Transaction History

Keebeck Wealth Management, LLC

$667 Million
Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Moodys Corp stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 6,063 shares of MCO stock, worth $2.91 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

6,063

Previous 6,174 1.8%

Holding current value

$2.91 Million

Previous $2.6 Million 10.7%

% of portfolio

0.43%

Previous 0.39%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$421.49 - $494.67 $46,785 - $54,908	-111 Reduced 1.8%	6,063 $2.88 Million
Q2 2024 Aug 14, 2024	SELL	$370.33 - $427.53 $118,875 - $137,237	-321 Reduced 4.94%	6,174 $2.6 Million
Q1 2024 May 14, 2024	SELL	$366.48 - $405.17 $44,710 - $49,430	-122 Reduced 1.84%	6,495 $2.55 Million
Q4 2023 Feb 14, 2024	SELL	$301.97 - $391.62 $39,256 - $50,910	-130 Reduced 1.93%	6,617 $2.58 Million
Q3 2023 Nov 14, 2023	BUY	$314.51 - $361.7 $57,555 - $66,191	183 Added 2.79%	6,747 $2.13 Million
Q2 2023 Aug 14, 2023	BUY	$295.66 - $348.31 $279,103 - $328,804	944 Added 16.8%	6,564 $2.28 Million
Q1 2023 May 15, 2023	BUY	$276.47 - $329.49 $241,081 - $287,315	872 Added 18.37%	5,620 $1.72 Million
Q4 2022 Feb 14, 2023	BUY	$235.25 - $310.37 $14,350 - $18,932	61 Added 1.3%	4,748 $1.32 Million
Q3 2022 Nov 14, 2022	BUY	$243.11 - $322.97 $128,605 - $170,851	529 Added 12.72%	4,687 $1.14 Million
Q2 2022 Aug 15, 2022	BUY	$253.64 - $343.38 $179,577 - $243,113	708 Added 20.52%	4,158 $1.13 Million
Q1 2022 May 16, 2022	BUY	$301.31 - $386.27 $145,231 - $186,182	482 Added 16.24%	3,450 $1.16 Million
Q4 2021 Feb 14, 2022	BUY	$349.73 - $406.69 $66,448 - $77,271	190 Added 6.84%	2,968 $1.16 Million
Q3 2021 Nov 16, 2021	SELL	$355.11 - $386.84 $122,868 - $133,846	-346 Reduced 11.08%	2,778 $986,000
Q2 2021 Aug 16, 2021	BUY	$306.31 - $366.34 $123,442 - $147,635	403 Added 14.81%	3,124 $1.13 Million
Q1 2021 May 13, 2021	BUY	$263.04 - $306.97 $15,782 - $18,418	60 Added 2.25%	2,721 $812,000
Q4 2020 Feb 16, 2021	BUY	$261.86 - $295.18 $240,649 - $271,270	919 Added 52.76%	2,661 $772,000
Q3 2020 Nov 02, 2020	BUY	$271.15 - $304.49 $34,436 - $38,670	127 Added 7.86%	1,742 $504,000
Q2 2020 Aug 06, 2020	BUY	$197.55 - $282.58 $319,043 - $456,366	1,615 New	1,615 $443,000

Others Institutions Holding MCO

# of Institutions

1,297

Shares Held

154M

Call Options Held

187K

Put Options Held

104K

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 $88.1B
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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Keebeck Wealth Management, LLC Moodys Corp Transaction History