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Moelis & Co shares owned by Trajan Wealth

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Trajan Wealth from 13F filings

Historical chart of Trajan Wealth investment in Moelis & Co

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

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Quarterly reported holdings in Moelis & Co by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 5.1k 71.32
2025-06-30 $380k 6.1k 62.32
2025-03-31 $293k 5.0k 58.36
2024-12-31 $231k 3.1k 73.88
2024-09-30 $238k 3.5k 68.51
2024-06-30 $210k 3.7k 56.86