A detailed history of Regent Peak Wealth Advisors LLC transactions in Moodys Corp stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 548 shares of MCO stock, worth $263,248. This represents 0.06% of its overall portfolio holdings.

Number of Shares
548
Previous 537 2.05%
Holding current value
$263,248
Previous $226,000 15.04%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$421.49 - $494.67 $4,636 - $5,441
11 Added 2.05%
548 $260,000
Q2 2024

Aug 14, 2024

BUY
$370.33 - $427.53 $1,851 - $2,137
5 Added 0.94%
537 $226,000
Q1 2024

May 01, 2024

BUY
$366.48 - $405.17 $1,832 - $2,025
5 Added 0.95%
532 $209,000
Q4 2023

Jan 23, 2024

BUY
$301.97 - $391.62 $159,138 - $206,383
527 New
527 $205,000
Q1 2022

May 03, 2022

SELL
$301.31 - $386.27 $161,803 - $207,426
-537 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$349.73 - $406.69 $187,805 - $218,392
537 New
537 $210,000
Q1 2021

Apr 28, 2021

SELL
$263.04 - $306.97 $130,730 - $152,564
-497 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$261.86 - $295.18 $130,144 - $146,704
497 New
497 $144,000

Others Institutions Holding MCO

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
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.