Moelis & Co shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $670k | 9.4k | 71.32 |
| 2025-06-30 | $562k | 9.0k | 62.32 |
| 2025-03-31 | $520k | 8.9k | 58.36 |
| 2024-12-31 | $636k | 8.6k | 73.88 |
| 2024-09-30 | $590k | 8.6k | 68.51 |
| 2024-06-30 | $511k | 9.0k | 56.86 |
| 2024-03-31 | $524k | 9.2k | 56.77 |
| 2023-12-31 | $540k | 9.6k | 56.13 |
| 2023-09-30 | $443k | 9.8k | 45.13 |
| 2023-06-30 | $445k | 9.8k | 45.34 |
| 2023-03-31 | $378k | 9.8k | 38.44 |
| 2022-12-31 | $377k | 9.8k | 38.37 |
| 2022-09-30 | $336k | 9.9k | 33.83 |
| 2022-06-30 | $268k | 6.8k | 39.42 |
| 2022-03-31 | $450k | 7.2k | 62.51 |
| 2021-12-31 | $450k | 7.2k | 62.51 |
| 2021-09-30 | $445k | 7.2k | 61.81 |
| 2021-06-30 | $410k | 7.2k | 56.95 |
| 2021-03-31 | $395k | 7.2k | 54.87 |
| 2020-12-31 | $308k | 6.6k | 46.70 |