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Moody's Corporation shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Moody's Corporation (MCO) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Moody's Corporation

Tip: Access up to 7 years of quarterly data

All positions including Moody's Corporation held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moody's Corporation by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-12-31 $16M 33k 473.39
2024-09-30 $15M 32k 474.59
2024-03-31 $12M 30k 393.03
2023-12-31 $11M 29k 390.58
2023-09-30 $8.9M 28k 316.18
2023-06-30 $9.5M 27k 347.72

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Select Sector Spdr Tr Communication (XLC)
Janus Detroit Str Tr Henderson Mtg (JMBS)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
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Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

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