Sequoia Financial Advisors, LLC Moodys Corp Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Moodys Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,651 shares of MCO stock, worth $1.83 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,651

Previous 3,227 13.14%

Holding current value

$1.83 Million

Previous $1.53 Million 12.87%

% of portfolio

0.01%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$454.04 - $500.88 $192,512 - $212,373	424 Added 13.14%	3,651 $1.73 Million
Q3 2024 Oct 21, 2024	SELL	$421.49 - $494.67 $173,653 - $203,804	-412 Reduced 11.32%	3,227 $1.53 Million
Q2 2024 Jul 15, 2024	BUY	$370.33 - $427.53 $41,476 - $47,883	112 Added 3.18%	3,639 $1.53 Million
Q1 2024 Apr 30, 2024	SELL	$366.48 - $405.17 $446,006 - $493,091	-1,217 Reduced 25.65%	3,527 $1.39 Million
Q4 2023 Jan 25, 2024	BUY	$301.97 - $391.62 $535,392 - $694,342	1,773 Added 59.68%	4,744 $1.85 Million
Q3 2023 Nov 08, 2023	BUY	$314.51 - $361.7 $6,919 - $7,957	22 Added 0.75%	2,971 $939,000
Q2 2023 Aug 08, 2023	BUY	$295.66 - $348.31 $55,288 - $65,133	187 Added 6.77%	2,949 $1.03 Million
Q1 2023 Apr 24, 2023	BUY	$276.47 - $329.49 $42,852 - $51,070	155 Added 5.95%	2,762 $845,000
Q4 2022 Feb 10, 2023	SELL	$235.25 - $310.37 $32,935 - $43,451	-140 Reduced 5.1%	2,607 $726,000
Q4 2022 Jan 17, 2023	BUY	$235.25 - $310.37 $136,445 - $180,014	580 Added 26.77%	2,747 $0
Q3 2022 Oct 26, 2022	SELL	$243.11 - $322.97 $92,868 - $123,374	-382 Reduced 14.99%	2,167 $527,000
Q2 2022 Jul 22, 2022	BUY	$253.64 - $343.38 $144,321 - $195,383	569 Added 28.74%	2,549 $693,000
Q1 2022 May 13, 2022	BUY	$301.31 - $386.27 $47,606 - $61,030	158 Added 8.67%	1,980 $668,000
Q4 2021 Feb 11, 2022	BUY	$349.73 - $406.69 $637,208 - $740,989	1,822 New	1,822 $712,000
Q3 2021 Oct 26, 2021	SELL	$355.11 - $386.84 $549,355 - $598,441	-1,547 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$306.31 - $366.34 $46,559 - $55,683	152 Added 10.9%	1,547 $561,000
Q1 2021 May 14, 2021	BUY	$263.04 - $306.97 $3,419 - $3,990	13 Added 0.94%	1,395 $417,000
Q4 2020 Feb 12, 2021	SELL	$261.86 - $295.18 $4,975 - $5,608	-19 Reduced 1.36%	1,382 $401,000
Q3 2020 Oct 23, 2020	SELL	$271.15 - $304.49 $271 - $304	-1 Reduced 0.07%	1,401 $406,000
Q2 2020 Aug 25, 2020	BUY	$197.55 - $282.58 $276,965 - $396,177	1,402 New	1,402 $385,000
Q2 2020 Aug 11, 2020	SELL	$197.55 - $282.58 $267,285 - $382,330	-1,353 Closed	0 $385,000
Q1 2020 May 11, 2020	BUY	$165.09 - $285.31 $20,471 - $35,378	124 Added 10.09%	1,353 $286,000
Q4 2019 Feb 13, 2020	BUY	$196.81 - $239.3 $10,037 - $12,204	51 Added 4.33%	1,229 $292,000
Q3 2019 Oct 22, 2019	SELL	$197.58 - $220.54 $4,346 - $4,851	-22 Reduced 1.83%	1,178 $241,000
Q2 2019 Jul 31, 2019	BUY	$181.01 - $197.35 $217,212 - $236,820	1,200 New	1,200 $234,000

Others Institutions Holding MCO

# of Institutions

1,406

Shares Held

155M

Call Options Held

232K

Put Options Held

210K

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 $91.7B
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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Sequoia Financial Advisors, LLC Moodys Corp Transaction History