Alpine Woods Capital Investors’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$231K Buy
2016
Q1
Sell
2015
Q4
$253K Hold
2015
Q3
$227K Hold
2015
Q2
$249K Hold
2015
Q1
$261K Hold
2014
Q4
$302K Buy