Welch & Forbes LLC Moodys Corp Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Moodys Corp stock. As of the latest transaction made, Welch & Forbes LLC holds 48,206 shares of MCO stock, worth $22.5 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

48,206

Previous 48,143 0.13%

Holding current value

$22.5 Million

Previous $20.3 Million 12.87%

% of portfolio

0.3%

Previous 0.28%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$421.49 - $494.67 $26,553 - $31,164	63 Added 0.13%	48,206 $22.9 Million
Q2 2024 Aug 01, 2024	SELL	$370.33 - $427.53 $416,621 - $480,971	-1,125 Reduced 2.28%	48,143 $20.3 Million
Q1 2024 May 02, 2024	BUY	$366.48 - $405.17 $2.09 Million - $2.32 Million	5,716 Added 13.12%	49,268 $19.4 Million
Q4 2023 Feb 06, 2024	BUY	$301.97 - $391.62 $1.34 Million - $1.73 Million	4,427 Added 11.32%	43,552 $17 Million
Q3 2023 Nov 02, 2023	BUY	$314.51 - $361.7 $194,367 - $223,530	618 Added 1.6%	39,125 $12.4 Million
Q2 2023 Jul 28, 2023	BUY	$295.66 - $348.31 $47,896 - $56,426	162 Added 0.42%	38,507 $13.4 Million
Q1 2023 Apr 14, 2023	BUY	$276.47 - $329.49 $381,252 - $454,366	1,379 Added 3.73%	38,345 $11.7 Million
Q4 2022 Feb 02, 2023	SELL	$235.25 - $310.37 $514,021 - $678,158	-2,185 Reduced 5.58%	36,966 $10.3 Million
Q3 2022 Oct 28, 2022	BUY	$243.11 - $322.97 $42,787 - $56,842	176 Added 0.45%	39,151 $9.52 Million
Q2 2022 Jul 22, 2022	BUY	$253.64 - $343.38 $357,378 - $483,822	1,409 Added 3.75%	38,975 $10.6 Million
Q1 2022 Apr 25, 2022	BUY	$301.31 - $386.27 $663,484 - $850,566	2,202 Added 6.23%	37,566 $12.7 Million
Q4 2021 Jan 19, 2022	BUY	$349.73 - $406.69 $68,896 - $80,117	197 Added 0.56%	35,364 $13.8 Million
Q3 2021 Oct 13, 2021	BUY	$355.11 - $386.84 $396,302 - $431,713	1,116 Added 3.28%	35,167 $12.5 Million
Q2 2021 Jul 22, 2021	BUY	$306.31 - $366.34 $208,597 - $249,477	681 Added 2.04%	34,051 $12.3 Million
Q1 2021 Apr 14, 2021	BUY	$263.04 - $306.97 $1.53 Million - $1.78 Million	5,805 Added 21.06%	33,370 $9.97 Million
Q4 2020 Jan 20, 2021	BUY	$261.86 - $295.18 $2.15 Million - $2.43 Million	8,224 Added 42.52%	27,565 $8 Million
Q3 2020 Oct 23, 2020	BUY	$271.15 - $304.49 $280,640 - $315,147	1,035 Added 5.65%	19,341 $5.61 Million
Q2 2020 Jul 15, 2020	SELL	$197.55 - $282.58 $1,580 - $2,260	-8 Reduced 0.04%	18,306 $5.03 Million
Q1 2020 Apr 17, 2020	BUY	$165.09 - $285.31 $508,312 - $878,469	3,079 Added 20.21%	18,314 $3.87 Million
Q4 2019 Jan 17, 2020	BUY	$196.81 - $239.3 $270,613 - $329,037	1,375 Added 9.92%	15,235 $3.62 Million
Q3 2019 Oct 11, 2019	SELL	$197.58 - $220.54 $1,580 - $1,764	-8 Reduced 0.06%	13,860 $2.84 Million
Q2 2019 Jul 12, 2019	SELL	$181.01 - $197.35 $48,872 - $53,284	-270 Reduced 1.91%	13,868 $2.71 Million
Q1 2019 Apr 29, 2019	SELL	$136.18 - $181.99 $27,236 - $36,398	-200 Reduced 1.39%	14,138 $2.56 Million
Q3 2018 Oct 17, 2018	SELL	$167.2 - $187.02 $118,711 - $132,784	-710 Reduced 4.72%	14,338 $2.4 Million
Q2 2018 Jul 16, 2018	SELL	$158.66 - $179.21 $217,364 - $245,517	-1,370 Reduced 8.34%	15,048 $2.57 Million
Q1 2018 Apr 12, 2018	SELL	$146.13 - $170.2 $10,375 - $12,084	-71 Reduced 0.43%	16,418 $2.65 Million
Q4 2017 Jan 26, 2018	SELL	$140.21 - $152.57 $159,138 - $173,166	-1,135 Reduced 6.44%	16,489 $2.43 Million
Q3 2017 Nov 13, 2017	BUY	$126.91 - $139.21 $2.24 Million - $2.45 Million	17,624	17,624 $2.45 Million

Others Institutions Holding MCO

# of Institutions

1,297

Shares Held

153M

Call Options Held

187K

Put Options Held

104K

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 $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,...

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