Westbourne Investment Advisors, Inc. Moodys Corp Transaction History

Westbourne Investment Advisors, Inc.

$286 Million
Q3 2024

A detailed history of Westbourne Investment Advisors, Inc. transactions in Moodys Corp stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 3,011 shares of MCO stock, worth $1.43 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

3,011

Previous 3,111 3.21%

Holding current value

$1.43 Million

Previous $1.31 Million 9.08%

% of portfolio

0.5%

Previous 0.47%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$421.49 - $494.67 $42,149 - $49,467	-100 Reduced 3.21%	3,011 $1.43 Million
Q2 2024 Aug 07, 2024	SELL	$370.33 - $427.53 $114,802 - $132,534	-310 Reduced 9.06%	3,111 $1.31 Million
Q1 2024 Apr 22, 2024	SELL	$366.48 - $405.17 $179,575 - $198,533	-490 Reduced 12.53%	3,421 $1.35 Million
Q4 2023 Jan 17, 2024	SELL	$301.97 - $391.62 $105,689 - $137,067	-350 Reduced 8.21%	3,911 $1.53 Million
Q3 2023 Nov 06, 2023	SELL	$314.51 - $361.7 $86,490 - $99,467	-275 Reduced 6.06%	4,261 $1.35 Million
Q2 2023 Aug 09, 2023	SELL	$295.66 - $348.31 $22,174 - $26,123	-75 Reduced 1.63%	4,536 $1.58 Million
Q1 2023 Apr 24, 2023	SELL	$276.47 - $329.49 $85,705 - $102,141	-310 Reduced 6.3%	4,611 $1.41 Million
Q4 2022 Feb 09, 2023	SELL	$235.25 - $310.37 $11,762 - $15,518	-50 Reduced 1.01%	4,921 $1.37 Million
Q3 2022 Nov 02, 2022	SELL	$243.11 - $322.97 $60,777 - $80,742	-250 Reduced 4.79%	4,971 $1.21 Million
Q2 2022 Aug 04, 2022	SELL	$253.64 - $343.38 $32,465 - $43,952	-128 Reduced 2.39%	5,221 $1.42 Million
Q4 2021 Jan 24, 2022	SELL	$349.73 - $406.69 $26,229 - $30,501	-75 Reduced 1.38%	5,349 $2.09 Million
Q1 2021 Apr 27, 2021	SELL	$263.04 - $306.97 $58,131 - $67,840	-221 Reduced 3.91%	5,424 $1.62 Million
Q3 2020 Nov 03, 2020	SELL	$271.15 - $304.49 $10,846 - $12,179	-40 Reduced 0.7%	5,645 $1.64 Million
Q2 2020 Jul 14, 2020	SELL	$197.55 - $282.58 $24,693 - $35,322	-125 Reduced 2.15%	5,685 $1.56 Million
Q1 2020 Apr 21, 2020	SELL	$165.09 - $285.31 $33,018 - $57,062	-200 Reduced 3.33%	5,810 $1.23 Million
Q4 2019 Jan 23, 2020	SELL	$196.81 - $239.3 $86,596 - $105,292	-440 Reduced 6.82%	6,010 $1.43 Million
Q3 2019 Oct 22, 2019	SELL	$197.58 - $220.54 $50,382 - $56,237	-255 Reduced 3.8%	6,450 $1.32 Million
Q2 2019 Jul 22, 2019	SELL	$181.01 - $197.35 $24,436 - $26,642	-135 Reduced 1.97%	6,705 $1.31 Million
Q1 2019 Apr 15, 2019	SELL	$136.18 - $181.99 $27,236 - $36,398	-200 Reduced 2.84%	6,840 $1.24 Million
Q2 2018 Aug 07, 2018	SELL	$158.66 - $179.21 $26,337 - $29,748	-166 Reduced 2.3%	7,040 $1.2 Million
Q1 2018 May 08, 2018	SELL	$146.13 - $170.2 $43,839 - $51,060	-300 Reduced 4.0%	7,206 $1.16 Million
Q3 2017 Oct 23, 2017	BUY	$126.91 - $139.21 $952,586 - $1.04 Million	7,506	7,506 $1.05 Million

Others Institutions Holding MCO

# of Institutions

1,297

Shares Held

154M

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 $86.9B
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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Westbourne Investment Advisors, Inc. Moodys Corp Transaction History