Foresight Wealth Management, LLC Moelis & CO Transaction History

Foresight Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	BUY	$33.73 - $47.78 $109,858 - $155,619	3,257 Added 16.22%	23,337 $789,000
Q2 2022 Jul 29, 2022	BUY	$38.18 - $48.0 $75,443 - $94,848	1,976 Added 10.91%	20,080 $790,000
Q1 2022 May 04, 2022	BUY	$44.41 - $63.07 $189,097 - $268,552	4,258 Added 30.75%	18,104 $850,000
Q4 2021 Feb 04, 2022	SELL	$59.14 - $76.98 $5,204 - $6,774	-88 Reduced 0.63%	13,846 $865,000
Q3 2021 Oct 21, 2021	SELL	$52.9 - $63.75 $49,937 - $60,180	-944 Reduced 6.34%	13,934 $862,000
Q2 2021 Jul 19, 2021	BUY	$51.22 - $57.73 $114,271 - $128,795	2,231 Added 17.64%	14,878 $846,000
Q1 2021 May 04, 2021	BUY	$45.93 - $57.96 $140,270 - $177,009	3,054 Added 31.84%	12,647 $694,000
Q4 2020 Feb 04, 2021	BUY	$35.13 - $47.5 $337,002 - $455,667	9,593 New	9,593 $449,000

315

72.1M

105K

26.1K

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.05B
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,...

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