Moelis & Co shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 24k | 71.32 |
| 2025-06-30 | $1.5M | 25k | 62.32 |
| 2025-03-31 | $1.6M | 28k | 58.36 |
| 2024-12-31 | $2.1M | 29k | 73.88 |
| 2024-09-30 | $2.0M | 29k | 68.51 |
| 2024-06-30 | $1.7M | 29k | 56.86 |
| 2024-03-31 | $1.7M | 30k | 56.77 |
| 2023-12-31 | $2.9M | 52k | 56.13 |