Evoke Wealth, LLC Moodys Corp Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Moodys Corp stock. As of the latest transaction made, Evoke Wealth, LLC holds 27,082 shares of MCO stock, worth $13 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

27,082

Holding current value

$13 Million

% of portfolio

0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$421.49 - $494.67 $11.4 Million - $13.4 Million	27,082 New	27,082 $12.9 Billion
Q1 2024 May 15, 2024	SELL	$366.48 - $405.17 $3.43 Million - $3.79 Million	-9,354 Reduced 25.74%	26,991 $10.6 Million
Q4 2023 Feb 12, 2024	BUY	$301.97 - $391.62 $2.73 Million - $3.54 Million	9,046 Added 33.14%	36,345 $14.2 Million
Q3 2023 Nov 13, 2023	SELL	$314.51 - $361.7 $70,450 - $81,020	-224 Reduced 0.81%	27,299 $8.63 Million
Q2 2023 Aug 09, 2023	SELL	$295.66 - $348.31 $1.42 Million - $1.67 Million	-4,808 Reduced 14.87%	27,523 $9.57 Million
Q1 2023 May 08, 2023	SELL	$276.47 - $329.49 $202,099 - $240,857	-731 Reduced 2.21%	32,331 $9.89 Million
Q4 2022 Feb 10, 2023	SELL	$235.25 - $310.37 $24,701 - $32,588	-105 Reduced 0.32%	33,062 $9.21 Million
Q3 2022 Nov 07, 2022	SELL	$243.11 - $322.97 $184,763 - $245,457	-760 Reduced 2.24%	33,167 $8.06 Million
Q2 2022 Aug 04, 2022	BUY	$253.64 - $343.38 $1.13 Million - $1.53 Million	4,445 Added 15.08%	33,927 $9.23 Million
Q1 2022 May 10, 2022	SELL	$301.31 - $386.27 $115,703 - $148,327	-384 Reduced 1.29%	29,482 $9.95 Million
Q4 2021 Feb 09, 2022	SELL	$349.73 - $406.69 $55,607 - $64,663	-159 Reduced 0.53%	29,866 $11.7 Million
Q3 2021 Nov 12, 2021	SELL	$355.11 - $386.84 $169,387 - $184,522	-477 Reduced 1.56%	30,025 $10.7 Million
Q2 2021 Aug 05, 2021	BUY	$306.31 - $366.34 $76,883 - $91,951	251 Added 0.83%	30,502 $11.1 Million
Q1 2021 May 13, 2021	BUY	$263.04 - $306.97 $7.94 Million - $9.26 Million	30,173 Added 38683.33%	30,251 $9.03 Million
Q2 2020 Aug 10, 2020	SELL	$197.55 - $282.58 $1,580 - $2,260	-8 Reduced 9.3%	78 $21,000
Q1 2020 May 07, 2020	SELL	$165.09 - $285.31 $5,943 - $10,271	-36 Reduced 29.51%	86 $18.2 Million
Q4 2019 Feb 07, 2020	SELL	$196.81 - $239.3 $590 - $717	-3 Reduced 2.4%	122 $29 Million
Q3 2019 Nov 12, 2019	BUY	$197.58 - $220.54 $24,697 - $27,567	125 New	125 $25.6 Million

Others Institutions Holding MCO

# of Institutions

1,297

Shares Held

153M

Call Options Held

187K

Put Options Held

104K

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

24.7M
Shares

$11.9 Billion
4.45% of portfolio
Vanguard Group Inc Valley Forge, PA

14.6M
Shares

$7.03 Billion
0.13% of portfolio
Chris Hohn Tci Fund Management LTD | London, X0

13.2M
Shares

$6.36 Billion
16.33% of portfolio
Black Rock Inc. New York, NY

13.2M
Shares

$6.33 Billion
0.13% of portfolio
State Street Corp Boston, MA

7.05M
Shares

$3.39 Billion
0.14% of portfolio

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 $88B
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

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