Liberty Wealth Management LLC Moelis & CO Transaction History

Liberty Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$59.14 - $76.98 $24,957 - $32,485	-422 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$52.9 - $63.75 $11,214 - $13,515	212 Added 100.95%	422 $28,000
Q2 2021 Aug 13, 2021	SELL	$51.22 - $57.73 $600,964 - $677,346	-11,733 Reduced 98.24%	210 $12,000
Q2 2021 Aug 13, 2021	BUY	$51.22 - $57.73 $597,686 - $673,651	11,669 Added 4258.76%	11,943 $210,000
Q4 2020 Feb 09, 2021	BUY	$35.13 - $47.5 $421 - $570	12 Added 4.58%	274 $14,000

Q3 2020 Nov 05, 2020	BUY	$28.95 - $35.14 $4,081 - $4,954	141 Added 116.53%	262 $9,000
Q2 2020 Aug 04, 2020	BUY	$26.51 - $37.85 $26 - $37	1 Added 0.83%	121 $4,000
Q1 2020 Apr 27, 2020	BUY	$23.83 - $39.95 $190 - $319	8 Added 7.14%	120 $3,000
Q4 2019 Feb 05, 2020	BUY	$29.99 - $35.94 $3,358 - $4,025	112 New	112 $4,000

325

71.5M

36.4K

28.5K

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $3.54B
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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