Marks Group Wealth Management, Inc MCO Holdings History
Marks Group Wealth Management, Inc's Moodys Corp Holding Summary
As of 2025-03-31, Marks Group Wealth Management, Inc held 28,320.00 shares of Moodys Corp(MCO), totaling $13.19 Mil. This investment constitutes 1.27% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0.02% of the outstanding Moodys Corp(MCO) stock.
The initial trade took place in 2019Q4. And since then Marks Group Wealth Management, Inc has made 15 purchases of MCO, at an average price of $266.06, for a total of 31,448.00 shares. In addition, there have been 6 sales at an average price of $293.64 for 3,128.00 shares. Based on historical transaction data and MCO's current price of $499.53, Marks Group Wealth Management, Inc's estimated gain on his MCO holdings is $6.70 Mil, reflecting a 80.06% gain to date.
Marks Group Wealth Management, Inc MCO ($499.53) Holding Chart
Marks Group Wealth Management, Inc MCO ($499.53) 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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