Moelis & Co shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify Wealth Management investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Diversify Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.0M | 95k | 73.61 |
| 2025-09-30 | $5.9M | 94k | 63.40 |
| 2025-06-30 | $6.6M | 89k | 73.60 |
| 2025-03-31 | $4.1M | 76k | 53.31 |
| 2024-12-31 | $4.2M | 59k | 71.44 |
| 2024-09-30 | $2.0M | 30k | 68.24 |
| 2024-06-30 | $1.6M | 27k | 59.72 |
More positions owned by Diversify Wealth Management
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