Glassman Wealth Services Moelis & CO Transaction History

Glassman Wealth Services

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$39.08 - $58.2 $117 - $174	-3 Reduced 50.0%	3 $0
Q3 2022 Nov 09, 2022	BUY	$33.73 - $47.78 $101 - $143	3 Added 100.0%	6 $0
Q2 2022 Aug 04, 2022	SELL	$38.18 - $48.0 $839 - $1,056	-22 Reduced 88.0%	3 $0
Q1 2022 Apr 14, 2022	BUY	$44.41 - $63.07 $977 - $1,387	22 Added 733.33%	25 $1,000
Q2 2020 Aug 06, 2020	SELL	$26.51 - $37.85 $212 - $302	-8 Reduced 72.73%	3 $0

Q1 2020 May 12, 2020	BUY	$23.83 - $39.95 $262 - $439	11 New	11 $0
Q2 2019 Aug 08, 2019	SELL	$31.78 - $43.19 $985 - $1,338	-31 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$34.57 - $47.1 $829 - $1,130	24 Added 342.86%	31 $1,000
Q4 2018 Feb 06, 2019	BUY	$32.96 - $55.62 $230 - $389	7 New	7 $0

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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