MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q3 2021
Shares 422 Value ($000) $28 Avg Close $46.77 Range $40.54 - $50.40
Q2 2021
Shares 210 Value ($000) $12 Avg Close $41.33 Range $38.21 - $44.93
Q1 2021
Shares 274 Value ($000) $14 Avg Close $39.44 Range $33.23 - $44.11
Q4 2020
Shares 274 Value ($000) $14 Avg Close $28.28 Range $24.01 - $35.14
Q3 2020
Shares 262 Value ($000) $9 Avg Close $21.84 Range $19.43 - $24.54
Q2 2020
Shares 121 Value ($000) $4 Avg Close $21.51 Range $17.75 - $27.00
Q1 2020
Shares 120 Value ($000) $3 Avg Close $21.96 Range $15.06 - $27.19
Q4 2019
Shares 112 Value ($000) $4 Avg Close $21.44 Range $19.19 - $23.73