A detailed history of Apollon Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 8,640 shares of MC stock, worth $637,718. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,640
Previous 9,491 8.97%
Holding current value
$637,718
Previous $539,000 9.65%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$57.14 - $70.62 $48,626 - $60,097
-851 Reduced 8.97%
8,640 $591,000
Q2 2024

Jul 19, 2024

SELL
$49.08 - $57.92 $7,165 - $8,456
-146 Reduced 1.51%
9,491 $539,000
Q1 2024

May 02, 2024

SELL
$52.05 - $57.67 $15,562 - $17,243
-299 Reduced 3.01%
9,637 $547,000
Q4 2023

Feb 06, 2024

BUY
$39.08 - $58.2 $388,298 - $578,275
9,936 New
9,936 $557,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.5B
  • Description
  • Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...
More about MC
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.