Advisory Services Network’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
+5,247
| New | +$368K | 0.01% | 1309 |
|
|
2021
Q3 | – | Sell |
-26
| Closed | -$2K | – | 2481 |
|
|
2021
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 3331 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$10K | – | 3188 |
|
|
2019
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 2152 |
|
|
2019
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 1795 |
|
|
2018
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 1759 |
|
|
2018
Q3 | $16K | Sell |
300
-1,288
| -81% | -$68.7K | ﹤0.01% | 1644 |
|
|
2018
Q2 | $101K | Buy |
1,588
+1,288
| +429% | +$81.9K | 0.01% | 942 |
|
|
2018
Q1 | $15K | Sell |
300
-551
| -65% | -$27.6K | ﹤0.01% | 1742 |
|
|
2017
Q4 | $41K | Sell |
851
-1,150
| -57% | -$55.4K | ﹤0.01% | 1365 |
|
|
2017
Q3 | $86K | Buy |
+2,001
| New | +$86K | 0.01% | 912 |
|