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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

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Heritage Wealth Management

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