Moelis & Co shares owned by Trajan Wealth
Historical chart of Trajan Wealth investment in Moelis & Co
Tip: Access up to 7 years of quarterly data
All positions including Moelis & Co held by Trajan Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |