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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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