Advisory Services Network’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Buy |
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|
2025
Q2 | $368K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $101K | Buy |
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|
2018
Q1 | $15K | Sell |
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|
2017
Q4 | $41K | Sell |
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|
2017
Q3 | $86K | Buy |
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