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Moody's Corporation shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Moody's Corporation (MCO) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Moody's Corporation

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All positions including Moody's Corporation held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moody's Corporation by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.3k 474.59
2024-06-30 $947k 2.3k 420.93
2024-03-31 $884k 2.3k 393.03
2023-09-30 $711k 2.3k 316.17
2023-06-30 $782k 2.3k 347.72
2023-03-31 $689k 2.3k 306.02
2022-12-31 $627k 2.3k 278.62
2022-09-30 $547k 2.3k 243.11
2022-06-30 $612k 2.3k 272.00
2022-03-31 $759k 2.3k 337.33
2021-12-31 $879k 2.3k 390.67
2021-09-30 $798k 2.3k 354.67
2021-06-30 $978k 2.7k 362.22
2021-03-31 $891k 2.7k 330.00
2020-12-31 $784k 2.7k 290.37