Geneos Wealth Management Inc. Moelis & CO Transaction History

Geneos Wealth Management Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$44.41 - $63.07 $224,270 - $318,503	-5,050 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$52.9 - $63.75 $44,965 - $54,187	-850 Reduced 14.41%	5,050 $327,000
Q1 2021 Jun 17, 2021	BUY	$45.93 - $57.96 $22,965 - $28,980	500 Added 9.26%	5,900 $320,000
Q4 2020 May 19, 2021	BUY	$35.13 - $47.5 $35,130 - $47,500	1,000 Added 22.73%	5,400 $302,000
Q3 2020 Sep 07, 2021	BUY	$28.95 - $35.14 $11,580 - $14,056	400 Added 10.0%	4,400 $144,000

Q2 2020 Sep 07, 2021	BUY	$26.51 - $37.85 $106,040 - $151,400	4,000 New	4,000 $120,000

324

71.5M

36.4K

28.5K

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $3.55B
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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