Meritage Portfolio Management Moelis & CO Transaction History

Meritage Portfolio Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$38.18 - $48.0 $2.69 Million - $3.39 Million	-70,546 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$44.41 - $63.07 $922,573 - $1.31 Million	20,774 Added 41.74%	70,546 $3.31 Million
Q4 2021 Jan 28, 2022	SELL	$59.14 - $76.98 $63,338 - $82,445	-1,071 Reduced 2.11%	49,772 $3.11 Million
Q3 2021 Oct 26, 2021	SELL	$52.9 - $63.75 $6,982 - $8,415	-132 Reduced 0.26%	50,843 $3.15 Million
Q2 2021 Jul 26, 2021	BUY	$51.22 - $57.73 $2.61 Million - $2.94 Million	50,975 New	50,975 $2.9 Million

Q2 2018 Jul 25, 2018	SELL	$50.0 - $66.95 $4.16 Million - $5.57 Million	-83,259 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	$48.05 - $54.3 $1.35 Million - $1.53 Million	28,140 Added 51.05%	83,259 $4.23 Million
Q4 2017 Jan 29, 2018	BUY	$41.6 - $49.8 $2.29 Million - $2.74 Million	55,119	55,119 $2.67 Million

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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