Ae Wealth Management LLC Moodys Corp Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Moodys Corp stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,187 shares of MCO stock, worth $581,214. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,187

Previous 12,015 90.12%

Holding current value

$581,214

Previous $5.06 Million 88.87%

% of portfolio

0.01%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$421.49 - $494.67 $4.56 Million - $5.36 Million	-10,828 Reduced 90.12%	1,187 $563,000
Q2 2024 Aug 12, 2024	BUY	$370.33 - $427.53 $4.14 Million - $4.78 Million	11,184 Added 1345.85%	12,015 $5.06 Million
Q1 2024 May 15, 2024	SELL	$366.48 - $405.17 $201,197 - $222,438	-549 Reduced 39.78%	831 $326,000
Q4 2023 Feb 14, 2024	BUY	$301.97 - $391.62 $39,256 - $50,910	130 Added 10.4%	1,380 $538,000
Q3 2023 Oct 11, 2023	BUY	$314.51 - $361.7 $38,370 - $44,127	122 Added 10.82%	1,250 $395,000
Q2 2023 Jul 10, 2023	BUY	$295.66 - $348.31 $117,968 - $138,975	399 Added 54.73%	1,128 $392,000
Q1 2023 Apr 14, 2023	BUY	$276.47 - $329.49 $201,546 - $240,198	729 New	729 $223,000
Q3 2022 Oct 25, 2022	SELL	$243.11 - $322.97 $225,362 - $299,393	-927 Reduced 44.4%	1,161 $282,000
Q2 2022 Aug 03, 2022	SELL	$253.64 - $343.38 $7.87 Million - $10.7 Million	-31,047 Reduced 93.7%	2,088 $568,000
Q1 2022 Apr 18, 2022	SELL	$301.31 - $386.27 $456,785 - $585,585	-1,516 Reduced 4.38%	33,135 $11.2 Million
Q4 2021 Jan 20, 2022	SELL	$349.73 - $406.69 $2.49 Million - $2.9 Million	-7,133 Reduced 17.07%	34,651 $13.5 Million
Q3 2021 Nov 01, 2021	BUY	$355.11 - $386.84 $753,543 - $820,874	2,122 Added 5.35%	41,784 $14.8 Million
Q2 2021 Jul 21, 2021	SELL	$306.31 - $366.34 $49,315 - $58,980	-161 Reduced 0.4%	39,662 $14.4 Million
Q1 2021 Apr 27, 2021	SELL	$263.04 - $306.97 $1.59 Million - $1.85 Million	-6,030 Reduced 13.15%	39,823 $11.9 Million
Q4 2020 Feb 01, 2021	BUY	$261.86 - $295.18 $3.59 Million - $4.05 Million	13,720 Added 42.7%	45,853 $13.3 Million
Q3 2020 Nov 06, 2020	BUY	$271.15 - $304.49 $2.22 Million - $2.49 Million	8,178 Added 34.14%	32,133 $9.31 Million
Q2 2020 Aug 05, 2020	BUY	$197.55 - $282.58 $2.78 Million - $3.98 Million	14,097 Added 143.0%	23,955 $6.58 Million
Q1 2020 May 07, 2020	BUY	$165.09 - $285.31 $901,886 - $1.56 Million	5,463 Added 124.3%	9,858 $2.09 Million
Q4 2019 Jan 15, 2020	BUY	$196.81 - $239.3 $666,792 - $810,748	3,388 Added 336.44%	4,395 $1.04 Million
Q3 2019 Nov 05, 2019	BUY	$197.58 - $220.54 $198,963 - $222,083	1,007 New	1,007 $206,000
Q2 2019 Jul 22, 2019	SELL	$181.01 - $197.35 $422,115 - $460,220	-2,332 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$136.18 - $181.99 $317,571 - $424,400	2,332 New	2,332 $422,000

Others Institutions Holding MCO

# of Institutions

1,316

Shares Held

152M

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 $89.7B
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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Ae Wealth Management LLC Moodys Corp Transaction History