Ownership history in Bison Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in MOODYS CORP COM (MCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 1,580 | -79 | -4.8% | 0.12% | $750K | $469.15 |
| 2024 Q2 | UNCHANGED | 1,659 | — | 0% | 0.11% | $652K | $415.35 |
| 2024 Q1 | ADDED | 1,659 | +48 | +3.0% | 0.11% | $652K | $387.01 |
| 2023 Q4 | ADDED | 1,611 | +94 | +6.2% | 0.11% | $629K | $383.71 |
| 2023 Q3 | ADDED | 1,517 | +4 | +0.3% | 0.09% | $480K | $309.97 |
| 2023 Q2 | ADDED | 1,513 | +175 | +13.1% | 0.10% | $526K | $340.11 |
| 2023 Q1 | REDUCED | 1,338 | -24 | -1.8% | 0.13% | $413K | $298.57 |
| 2022 Q4 | ADDED | 1,362 | +75 | +5.8% | 0.14% | $428K | $271.13 |
| 2022 Q3 | INITIATED | 1,287 | — | — | 0.12% | $312K | $236.01 |
As of 2025 Q4 — sorted by position size