A detailed history of Sax Wealth Advisors, LLC transactions in Moodys Corp stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 614 shares of MCO stock, worth $294,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares
614
Previous 581 5.68%
Holding current value
$294,400
Previous $276,000 6.52%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$468.56 - $495.08 $15,462 - $16,337
33 Added 5.68%
614 $294,000
Q3 2025

Oct 20, 2025

BUY
$472.69 - $521.32 $4,726 - $5,213
10 Added 1.75%
581 $276,000
Q2 2025

Jul 23, 2025

BUY
$396.7 - $501.59 $226,515 - $286,407
571 New
571 $286,000

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 $87.8B
  • 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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