A detailed history of Jfs Wealth Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 29 shares of MC stock, worth $2,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 29 -0.0%
Holding current value
$2,203
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$39.08 - $58.2 $351 - $523
-9 Reduced 23.68%
29 $1,000
Q3 2023

Nov 02, 2023

BUY
$43.88 - $52.01 $394 - $468
9 Added 31.03%
38 $1,000
Q2 2023

Aug 07, 2023

SELL
$34.22 - $46.53 $273 - $372
-8 Reduced 21.62%
29 $1,000
Q1 2023

Apr 19, 2023

BUY
$37.15 - $49.34 $185 - $246
5 Added 15.63%
37 $1,000
Q4 2022

Feb 13, 2023

SELL
$34.56 - $46.39 $138 - $185
-4 Reduced 11.11%
32 $1,000
Q3 2022

Oct 21, 2022

BUY
$33.73 - $47.78 $742 - $1,051
22 Added 157.14%
36 $1,000
Q2 2022

Aug 02, 2022

SELL
$38.18 - $48.0 $534 - $672
-14 Reduced 50.0%
14 $1,000
Q1 2022

May 02, 2022

BUY
$44.41 - $63.07 $710 - $1,009
16 Added 133.33%
28 $1,000
Q4 2021

Feb 03, 2022

BUY
$59.14 - $76.98 $709 - $923
12 New
12 $1,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.64B
  • 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
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