Number of Shares
81,120.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
2.85%
Total Estimate Gain
$3.66 Mil
% of Total Estimate Gain
13.64%

ADIRONDACK RETIREMENT SPECIALISTS, INC.'s Moelis & Co Holding Summary

As of 2023-09-30, ADIRONDACK RETIREMENT SPECIALISTS, INC. held 81,120.00 shares of Moelis & Co(MC), totaling $3.66 Mil. This investment constitutes 2.85% of their stock portfolio, and ADIRONDACK RETIREMENT SPECIALISTS, INC. now holds 0.12% of the outstanding Moelis & Co(MC) stock.

The initial trade took place in 2020Q4. And since then ADIRONDACK RETIREMENT SPECIALISTS, INC. has made 3 purchases of MC, at an average price of $44.05, for a total of 608,894.00 shares. In addition, there have been 9 sales at an average price of $47.07 for 527,774.00 shares. Based on historical transaction data and MC's current price of $69.47, ADIRONDACK RETIREMENT SPECIALISTS, INC.'s estimated gain on his MC holdings is $3.66 Mil, reflecting a 13.64% gain to date.

ADIRONDACK RETIREMENT SPECIALISTS, INC. MC ($69.47) Holding Chart

ADIRONDACK RETIREMENT SPECIALISTS, INC. MC ($69.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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