DIVERSIFY WEALTH MANAGEMENT, LLC MCO Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's Moodys Corp Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 8,601.00 shares of Moodys Corp(MCO), totaling $3.84 Mil. This investment constitutes 0.29% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Moodys Corp(MCO) stock.
The initial trade took place in 2025Q1. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 1 purchases of MCO, at an average price of $481.85, for a total of 8,601.00 shares. Based on historical transaction data and MCO's current price of $513.09, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his MCO holdings is $268,695.24, reflecting a 6.48% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC MCO ($513.09) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC MCO ($513.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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