MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 11,957 Value ($000) $822 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 9,389 Value ($000) $670 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 9,021 Value ($000) $562 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 8,906 Value ($000) $520 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 8,602 Value ($000) $636 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 8,613 Value ($000) $590 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 8,987 Value ($000) $511 Avg Close $50.23 Range $42.66 - $54.48
Q4 2023
Shares 9,622 Value ($000) $540 Avg Close $42.63 Range $34.71 - $53.56
Q3 2023
Shares 9,820 Value ($000) $443 Avg Close $42.14 Range $38.56 - $46.65
Q2 2023
Shares 9,820 Value ($000) $445 Avg Close $35.24 Range $30.10 - $42.10
Q1 2023
Shares 9,820 Value ($000) $377 Avg Close $37.25 Range $31.45 - $43.30
Q4 2022
Shares 9,820 Value ($000) $377 Avg Close $34.76 Range $28.32 - $40.90
Q3 2022
Shares 9,931 Value ($000) $336 Avg Close $35.37 Range $28.12 - $40.65
Q2 2022
Shares 6,798 Value ($000) $268 Avg Close $36.34 Range $31.13 - $40.12
Q1 2022
Shares 7,199 Value ($000) $450 Avg Close $42.65 Range $36.13 - $52.49
Q4 2021
Shares 7,199 Value ($000) $450 Avg Close $53.77 Range $47.71 - $62.19
Q3 2021
Shares 7,199 Value ($000) $445 Avg Close $46.77 Range $40.54 - $50.40
Q2 2021
Shares 7,199 Value ($000) $410 Avg Close $41.33 Range $38.21 - $44.93
Q1 2021
Shares 7,199 Value ($000) $395 Avg Close $39.44 Range $33.23 - $44.11
Q4 2020
Shares 6,596 Value ($000) $308 Avg Close $28.28 Range $24.01 - $35.14