A detailed history of Venturi Wealth Management, LLC transactions in Moodys Corp stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,503 shares of MCO stock, worth $708,514. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,503
Previous 48 3031.25%
Holding current value
$708,514
Previous $18,000 3411.11%
% of portfolio
0.04%
Previous 0.0%

Shares

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

Jul 19, 2024

BUY
$370.33 - $427.53 $538,830 - $622,056
1,455 Added 3031.25%
1,503 $632,000
Q1 2024

Apr 23, 2024

BUY
$366.48 - $405.17 $1,465 - $1,620
4 Added 9.09%
48 $18,000
Q4 2023

Jan 23, 2024

BUY
$301.97 - $391.62 $3,019 - $3,916
10 Added 29.41%
44 $17,000
Q2 2023

Jul 24, 2023

BUY
$295.66 - $348.31 $886 - $1,044
3 Added 9.68%
34 $11,000
Q1 2023

May 02, 2023

BUY
$276.47 - $329.49 $8,570 - $10,214
31 New
31 $9,000
Q4 2020

Jan 28, 2021

SELL
$261.86 - $295.18 $906,821 - $1.02 Million
-3,463 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$271.15 - $304.49 $283,080 - $317,887
1,044 Added 43.16%
3,463 $1 Million
Q2 2020

Aug 05, 2020

BUY
$197.55 - $282.58 $453,377 - $648,521
2,295 Added 1850.81%
2,419 $665,000
Q3 2019

Oct 29, 2019

BUY
$197.58 - $220.54 $24,499 - $27,346
124 New
124 $25,000

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 $86.4B
  • 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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