A detailed history of Walter & Keenan Wealth Management LLC transactions in Moodys Corp stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 1,725 shares of MCO stock, worth $804,453. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,725
Previous 1,724 0.06%
Holding current value
$804,453
Previous $725,000 12.83%
% of portfolio
0.25%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$421.49 - $494.67 $421 - $494
1 Added 0.06%
1,725 $818,000
Q2 2024

Jul 15, 2024

SELL
$370.33 - $427.53 $12,220 - $14,108
-33 Reduced 1.88%
1,724 $725,000
Q1 2024

Apr 30, 2024

BUY
$366.48 - $405.17 $12,093 - $13,370
33 Added 1.91%
1,757 $690,000
Q1 2023

Apr 26, 2023

BUY
$276.47 - $329.49 $12,164 - $14,497
44 Added 2.62%
1,724 $527,000
Q3 2022

Oct 21, 2022

BUY
$243.11 - $322.97 $1,215 - $1,614
5 Added 0.3%
1,680 $408,000
Q3 2021

Oct 18, 2021

BUY
$355.11 - $386.84 $10,298 - $11,218
29 Added 1.76%
1,675 $595,000
Q2 2020

Jul 16, 2020

BUY
$197.55 - $282.58 $325,167 - $465,126
1,646 New
1,646 $452,000
Q1 2020

Apr 14, 2020

SELL
$165.09 - $285.31 $271,738 - $469,620
-1,646 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
$129.35 - $169.56 $126,763 - $166,168
980 Added 147.15%
1,646 $231,000
Q3 2018

Oct 29, 2018

SELL
$167.2 - $187.02 $163,856 - $183,279
-980 Reduced 59.54%
666 $275,000
Q3 2017

Nov 08, 2017

BUY
$126.91 - $139.21 $208,893 - $229,139
1,646
1,646 $229,000

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 $85.4B
  • 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
Track This Portfolio

Track Walter & Keenan Wealth Management LLC Portfolio

Follow Walter & Keenan Wealth Management 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 Walter & Keenan Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Walter & Keenan Wealth Management LLC with notifications on news.