Wealthspire Advisors, LLC Moodys Corp Transaction History

Wealthspire Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$366.48 - $405.17 $43,611 - $48,215	-119 Reduced 7.87%	1,393 $547,000
Q4 2023 Feb 06, 2024	BUY	$301.97 - $391.62 $456,578 - $592,129	1,512 New	1,512 $590,000
Q3 2022 Nov 14, 2022	BUY	$243.11 - $322.97 $1,458 - $1,937	6 Added 0.25%	2,406 $585,000
Q2 2022 Aug 09, 2022	SELL	$253.64 - $343.38 $40,328 - $54,597	-159 Reduced 6.21%	2,400 $653,000
Q1 2022 May 09, 2022	SELL	$301.31 - $386.27 $142,519 - $182,705	-473 Reduced 15.6%	2,559 $863,000
Q4 2021 Feb 14, 2022	BUY	$349.73 - $406.69 $66,448 - $77,271	190 Added 6.69%	3,032 $1.18 Million
Q3 2021 Nov 15, 2021	BUY	$355.11 - $386.84 $116,476 - $126,883	328 Added 13.05%	2,842 $1.01 Million
Q2 2021 Aug 13, 2021	SELL	$306.31 - $366.34 $760,874 - $909,988	-2,484 Reduced 49.7%	2,514 $911,000
Q1 2021 May 17, 2021	BUY	$263.04 - $306.97 $241,207 - $281,491	917 Added 22.47%	4,998 $1.49 Million
Q4 2020 Feb 16, 2021	BUY	$261.86 - $295.18 $769,606 - $867,534	2,939 Added 257.36%	4,081 $1.18 Million
Q3 2020 Nov 16, 2020	BUY	$271.15 - $304.49 $9,761 - $10,961	36 Added 3.25%	1,142 $331,000
Q2 2020 Aug 14, 2020	SELL	$197.55 - $282.58 $649,741 - $929,405	-3,289 Reduced 74.84%	1,106 $304,000
Q1 2020 May 12, 2020	BUY	$165.09 - $285.31 $725,570 - $1.25 Million	4,395 New	4,395 $930,000
Q1 2019 May 08, 2019	SELL	$136.18 - $181.99 $8,306 - $11,101	-61 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$129.35 - $169.56 $7,890 - $10,343	61 New	61 $9,000

1,298

154M

187K

104K

Ticker MCO
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 183,200,000
Market Cap $90.4B
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,...

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