Ameritas Investment Partners’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 | $473K | Buy |
7,592
+383
| +5% | +$23.9K | 0.01% | 862 |
|
|
2025
Q1 | $421K | Sell |
7,209
-185
| -3% | -$10.8K | 0.01% | 896 |
|
|
2024
Q4 | $546K | Buy |
7,394
+234
| +3% | +$17.3K | 0.02% | 805 |
|
|
2024
Q3 | $491K | Buy |
7,160
+236
| +3% | +$16.2K | 0.02% | 845 |
|
|
2024
Q2 | $394K | Buy |
6,924
+257
| +4% | +$14.6K | 0.01% | 895 |
|
|
2024
Q1 | $378K | Sell |
6,667
-253
| -4% | -$14.4K | 0.01% | 922 |
|
|
2023
Q4 | $388K | Buy |
6,920
+278
| +4% | +$15.6K | 0.01% | 896 |
|
|
2023
Q3 | $300K | Buy |
6,642
+1,121
| +20% | +$50.6K | 0.01% | 958 |
|
|
2023
Q2 | $250K | Buy |
5,521
+420
| +8% | +$19K | 0.01% | 1002 |
|
|
2023
Q1 | $196K | Hold |
5,101
| – | – | 0.01% | 1112 |
|
|
2022
Q4 | $235K | Buy |
5,101
+304
| +6% | +$14K | 0.01% | 1038 |
|
|
2022
Q3 | $162K | Hold |
4,797
| – | – | 0.01% | 1167 |
|
|
2022
Q2 | $188K | Hold |
4,797
| – | – | 0.01% | 1102 |
|
|
2022
Q1 | $225K | Hold |
4,797
| – | – | 0.01% | 1118 |
|
|
2021
Q4 | $300K | Hold |
4,797
| – | – | 0.01% | 992 |
|
|
2021
Q3 | $297K | Hold |
4,797
| – | – | 0.01% | 961 |
|
|
2021
Q2 | $273K | Buy |
4,797
+371
| +8% | +$21.1K | 0.01% | 1033 |
|
|
2021
Q1 | $243K | Hold |
4,426
| – | – | 0.01% | 1081 |
|
|
2020
Q4 | $207K | Sell |
4,426
-242
| -5% | -$11.3K | 0.01% | 1127 |
|
|
2020
Q3 | $164K | Hold |
4,668
| – | – | 0.01% | 1138 |
|
|
2020
Q2 | $145K | Buy |
4,668
+400
| +9% | +$12.4K | 0.01% | 1193 |
|
|
2020
Q1 | $120K | Buy |
4,268
+225
| +6% | +$6.33K | 0.01% | 1170 |
|
|
2019
Q4 | $129K | Hold |
4,043
| – | – | 0.01% | 1360 |
|
|
2019
Q3 | $133K | Hold |
4,043
| – | – | 0.01% | 1292 |
|
|
2019
Q2 | $141K | Buy |
4,043
+384
| +10% | +$13.4K | 0.01% | 1280 |
|
|
2019
Q1 | $152K | Hold |
3,659
| – | – | 0.01% | 1205 |
|
|
2018
Q4 | $126K | Hold |
3,659
| – | – | 0.01% | 1230 |
|
|
2018
Q3 | $201K | Buy |
3,659
+400
| +12% | +$22K | 0.01% | 1084 |
|
|
2018
Q2 | $191K | Buy |
3,259
+598
| +22% | +$35K | 0.01% | 1092 |
|
|
2018
Q1 | $135K | Hold |
2,661
| – | – | 0.01% | 1301 |
|
|
2017
Q4 | $129K | Buy |
2,661
+457
| +21% | +$22.2K | 0.01% | 1351 |
|
|
2017
Q3 | $86K | Hold |
2,204
| – | – | ﹤0.01% | 1555 |
|
|
2017
Q2 | $86K | Buy |
2,204
+246
| +13% | +$9.6K | ﹤0.01% | 1556 |
|
|
2017
Q1 | $75K | Buy |
+1,958
| New | +$75K | ﹤0.01% | 1590 |
|