A detailed history of Principia Wealth Advisory, LLC transactions in Moodys Corp stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 3 shares of MCO stock, worth $1,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 5 40.0%
Holding current value
$1,397
Previous $2.37 Million 44.4%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

SELL
$437.8 - $527.48 $875 - $1,054
-2 Reduced 40.0%
3 $1.32 Million
Q4 2024

Apr 11, 2025

BUY
$454.04 - $500.88 $2,270 - $2,504
5 New
5 $2.37 Million

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 $85.3B
  • 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 Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.