Valeo Financial Advisors, LLC Moodys Corp Transaction History

Valeo Financial Advisors, LLC

$3.34 Billion
Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Moodys Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,639 shares of MCO stock, worth $689,904. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,639

Previous 1,635 0.24%

Holding current value

$689,904

Previous $642,000 0.31%

% of portfolio

0.02%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$366.48 - $405.17 $1,465 - $1,620	4 Added 0.24%	1,639 $644,000
Q1 2024 Apr 19, 2024	BUY	$366.48 - $405.17 $732 - $810	2 Added 0.12%	1,635 $642,000
Q4 2023 Jan 29, 2024	SELL	$301.97 - $391.62 $140,416 - $182,103	-465 Reduced 22.16%	1,633 $637,000
Q3 2023 Oct 19, 2023	BUY	$314.51 - $361.7 $61,643 - $70,893	196 Added 10.3%	2,098 $663,000
Q2 2023 Jul 14, 2023	BUY	$295.66 - $348.31 $31,931 - $37,617	108 Added 6.02%	1,902 $661,000

Q1 2023 Apr 17, 2023	BUY	$276.47 - $329.49 $164,499 - $196,046	595 Added 49.62%	1,794 $548,000
Q4 2022 Feb 09, 2023	BUY	$235.25 - $310.37 $87,277 - $115,147	371 Added 44.81%	1,199 $334,000
Q3 2022 Oct 31, 2022	SELL	$243.11 - $322.97 $486 - $645	-2 Reduced 0.24%	828 $201,000
Q2 2022 Aug 03, 2022	SELL	$253.64 - $343.38 $5,833 - $7,897	-23 Reduced 2.7%	830 $226,000
Q1 2022 Apr 28, 2022	SELL	$301.31 - $386.27 $30,131 - $38,627	-100 Reduced 10.49%	853 $288,000
Q4 2021 Jan 07, 2022	BUY	$349.73 - $406.69 $5,245 - $6,100	15 Added 1.6%	953 $372,000
Q3 2021 Nov 02, 2021	BUY	$355.11 - $386.84 $61,789 - $67,310	174 Added 22.77%	938 $333,000
Q2 2021 Jul 22, 2021	SELL	$306.31 - $366.34 $1,225 - $1,465	-4 Reduced 0.52%	764 $277,000
Q1 2021 Apr 12, 2021	BUY	$263.04 - $306.97 $789 - $920	3 Added 0.39%	768 $229,000
Q3 2020 Oct 28, 2020	SELL	$271.15 - $304.49 $10,303 - $11,570	-38 Reduced 4.73%	765 $222,000
Q2 2020 Jul 20, 2020	BUY	$197.55 - $282.58 $1,975 - $2,825	10 Added 1.26%	803 $221,000
Q1 2020 Apr 13, 2020	BUY	$165.09 - $285.31 $1,155 - $1,997	7 Added 0.89%	793 $191,000
Q4 2019 Jan 24, 2020	BUY	$196.81 - $239.3 $31,883 - $38,766	162 Added 25.96%	786 $187,000
Q2 2019 Jul 10, 2019	SELL	$181.01 - $197.35 $6,154 - $6,709	-34 Reduced 5.17%	624 $122,000
Q1 2019 Apr 12, 2019	SELL	$136.18 - $181.99 $1,089 - $1,455	-8 Reduced 1.2%	658 $119,000
Q4 2018 Jan 30, 2019	SELL	$129.35 - $169.56 $517 - $678	-4 Reduced 0.6%	666 $93,000
Q3 2018 Nov 01, 2018	SELL	$167.2 - $187.02 $5,684 - $6,358	-34 Reduced 4.83%	670 $97,000
Q2 2018 Aug 14, 2018	SELL	$158.66 - $179.21 $1,427 - $1,612	-9 Reduced 1.26%	704 $119,000
Q4 2017 Feb 09, 2018	BUY	$140.21 - $152.57 $95,903 - $104,357	684 Added 2358.62%	713 $105,000
Q3 2017 Nov 14, 2017	BUY	$126.91 - $139.21 $3,680 - $4,037	29	29 $4,000

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 $77.1B
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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Valeo Financial Advisors, LLC Moodys Corp Transaction History