Proficio Capital Partners LLC Moodys Corp Transaction History

Proficio Capital Partners LLC

$892 Million
Q1 2024

A detailed history of Proficio Capital Partners LLC transactions in Moodys Corp stock. As of the latest transaction made, Proficio Capital Partners LLC holds 1,182 shares of MCO stock, worth $503,543. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,182

Previous 1,148 2.96%

Holding current value

$503,543

Previous $448,000 3.57%

% of portfolio

0.05%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$366.48 - $405.17 $12,460 - $13,775	34 Added 2.96%	1,182 $464,000
Q3 2023 Oct 18, 2023	BUY	$314.51 - $361.7 $5,661 - $6,510	18 Added 1.59%	1,148 $362,000
Q2 2023 Aug 14, 2023	SELL	$295.66 - $348.31 $13,600 - $16,022	-46 Reduced 3.91%	1,130 $392,000
Q1 2023 Apr 21, 2023	SELL	$276.47 - $329.49 $99.2 Million - $118 Million	-358,829 Reduced 99.67%	1,176 $359,000
Q1 2023 Apr 19, 2023	BUY	$276.47 - $329.49 $99.2 Million - $118 Million	358,795 Added 29652.48%	360,005 $110 Million

Q4 2022 Jan 30, 2023	SELL	$235.25 - $310.37 $11,997 - $15,828	-51 Reduced 4.04%	1,210 $337,000
Q3 2022 Oct 11, 2022	BUY	$243.11 - $322.97 $3,646 - $4,844	15 Added 1.2%	1,261 $298,000
Q2 2022 Aug 15, 2022	BUY	$253.64 - $343.38 $5,833 - $7,897	23 Added 1.88%	1,246 $339,000
Q1 2022 May 13, 2022	BUY	$301.31 - $386.27 $35,253 - $45,193	117 Added 10.58%	1,223 $413,000
Q4 2021 Feb 11, 2022	BUY	$349.73 - $406.69 $3,147 - $3,660	9 Added 0.82%	1,106 $432,000
Q3 2021 Nov 15, 2021	SELL	$355.11 - $386.84 $26,988 - $29,399	-76 Reduced 6.48%	1,097 $390,000
Q2 2021 Aug 16, 2021	BUY	$306.31 - $366.34 $918 - $1,099	3 Added 0.26%	1,173 $425,000
Q1 2021 May 14, 2021	BUY	$263.04 - $306.97 $307,756 - $359,154	1,170 New	1,170 $349,000
Q3 2019 Nov 13, 2019	SELL	$197.58 - $220.54 $45,640 - $50,944	-231 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$181.01 - $197.35 $3,982 - $4,341	-22 Reduced 8.7%	231 $45,000
Q1 2019 May 13, 2019	BUY	$136.18 - $181.99 $4,221 - $5,641	31 Added 13.96%	253 $46,000
Q4 2018 Feb 08, 2019	BUY	$129.35 - $169.56 $1,940 - $2,543	15 Added 7.25%	222 $31,000
Q3 2018 Nov 13, 2018	SELL	$167.2 - $187.02 $6,688 - $7,480	-40 Reduced 16.19%	207 $35,000
Q1 2018 May 14, 2018	BUY	$146.13 - $170.2 $6,429 - $7,488	44 Added 21.67%	247 $40,000
Q4 2017 Feb 09, 2018	SELL	$140.21 - $152.57 $140 - $152	-1 Reduced 0.49%	203 $30,000
Q3 2017 Nov 14, 2017	BUY	$126.91 - $139.21 $25,889 - $28,398	204	204 $28,000

Others Institutions Holding MCO

# of Institutions

1,200

Shares Held

156M

Call Options Held

166K

Put Options Held

172K

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 $78B
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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Proficio Capital Partners LLC Moodys Corp Transaction History