MOODYS CORP

Ticker: MCO CUSIP: 615369105 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,215 Value ($000) $1,132 Avg Close $487.35 Range $465.27 - $522.35
Q3 2025
Shares 1,731 Value ($000) $825 Avg Close $502.63 Range $468.07 - $521.89
Q2 2025
Shares 1,814 Value ($000) $910 Avg Close $461.00 Range $376.55 - $500.31
Q1 2025
Shares 1,814 Value ($000) $845 Avg Close $478.56 Range $433.00 - $527.90
Q4 2024
Shares 1,784 Value ($000) $845 Avg Close $473.16 Range $446.24 - $500.14
Q3 2024
Shares 1,792 Value ($000) $851 Avg Close $458.71 Range $413.46 - $490.48
Q2 2024
Shares 1,836 Value ($000) $773 Avg Close $393.01 Range $355.30 - $424.02
Q1 2024
Shares 1,611 Value ($000) $633 Avg Close $380.01 Range $357.89 - $401.34
Q4 2023
Shares 1,628 Value ($000) $636 Avg Close $341.78 Range $293.63 - $390.79
Q3 2023
Shares 1,624 Value ($000) $513 Avg Close $333.80 Range $307.43 - $356.00
Q2 2023
Shares 1,627 Value ($000) $566 Avg Close $310.36 Range $284.51 - $344.11
Q1 2023
Shares 1,684 Value ($000) $515 Avg Close $294.98 Range $268.00 - $327.59
Q4 2022
Shares 1,726 Value ($000) $481 Avg Close $266.40 Range $223.92 - $304.38
Q3 2022
Shares 1,603 Value ($000) $390 Avg Close $282.31 Range $236.12 - $315.75
Q2 2022
Shares 1,619 Value ($000) $440 Avg Close $290.01 Range $243.67 - $335.26
Q1 2022
Shares 1,196 Value ($000) $404 Avg Close $325.21 Range $290.20 - $379.27
Q4 2021
Shares 1,091 Value ($000) $426 Avg Close $372.33 Range $334.62 - $393.53
Q3 2021
Shares 959 Value ($000) $341 Avg Close $363.20 Range $340.56 - $374.45
Q2 2021
Shares 575 Value ($000) $208 Avg Close $320.24 Range $289.32 - $354.36