Moelis & Co shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Moelis & Co
Tip: Access up to 7 years of quarterly data
All positions including Moelis & Co held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Moelis & Co by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 3.8k | 71.32 |
| 2025-06-30 | $246k | 4.0k | 62.32 |
| 2025-03-31 | $209k | 2.8k | 73.88 |
| 2024-12-31 | $209k | 2.8k | 73.88 |