Moelis & Co shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $243k | 4.3k | 56.87 |
| 2024-03-31 | $271k | 4.8k | 56.77 |
| 2023-12-31 | $277k | 4.9k | 56.13 |
| 2022-12-31 | $582k | 15k | 38.37 |
| 2022-09-30 | $216k | 6.4k | 33.79 |
| 2022-06-30 | $229k | 5.8k | 39.35 |
| 2022-03-31 | $213k | 4.5k | 46.98 |
| 2021-09-30 | $138k | 2.2k | 62.11 |
| 2021-06-30 | $101k | 1.8k | 56.90 |
| 2021-03-31 | $60k | 1.1k | 54.64 |
More positions owned by Heritage Wealth Management
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