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Salvus Wealth Management, LLC → MC

Salvus Wealth Management, LLC MC Position History

Moelis & Company

Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2M
Q4 2025$1.9M
Q1 2026$1.8M
Q2 2026$1.9M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M28.9K——
Q2 2026$1.9M29.7K——
Q1 2026$1.8M30.9K——
Q4 2025$1.9M27.9K——
Q3 2025$2M27.6K——

Other funds holding MC

Other Salvus Wealth Management, LLC positions

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BRK-A

BERKSHIRE HATHAWAY INC DEL

$8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$7.9M
SCHW-PJ

SCHWAB CHARLES CORP

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GOOGN

ALPHABET INC

$7.1M
SCHW-PJ

SCHWAB CHARLES CORP

$6.9M