AssetMark Inc’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
Q2 | $1.93K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $148 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.48K | Sell |
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|
2023
Q4 | $84.5K | Buy |
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|
2023
Q3 | $55.5K | Buy |
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|
2023
Q2 | $47.4K | Buy |
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|
2023
Q1 | $29.7K | Buy |
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|
2022
Q4 | $22.8K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $5.14M | Buy |
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|
2019
Q3 | $4.85M | Buy |
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|
2019
Q2 | $4.77M | Buy |
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|
2019
Q1 | $4.54M | Buy |
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|
2018
Q4 | $3.55M | Buy |
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|
2018
Q3 | $70K | Buy |
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|
2018
Q2 | $72K | Sell |
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|
2018
Q1 | $74K | Sell |
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|
2017
Q4 | $73K | Buy |
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