Moelis & Co shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 82k | 71.32 |
| 2025-06-30 | $5.0M | 80k | 62.32 |
| 2025-03-31 | $3.9M | 67k | 58.36 |
| 2024-12-31 | $4.3M | 59k | 73.88 |
| 2024-09-30 | $4.0M | 59k | 68.51 |
| 2024-06-30 | $3.3M | 58k | 56.86 |
| 2024-03-31 | $3.2M | 57k | 56.77 |