Atria Investments’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 | $1.49M | Sell |
23,874
-525
| -2% | -$32.7K | 0.02% | 855 |
|
|
2025
Q1 | $1.42M | Sell |
24,399
-625
| -2% | -$36.5K | 0.02% | 859 |
|
|
2024
Q4 | $1.85M | Sell |
25,024
-173
| -0.7% | -$12.8K | 0.02% | 708 |
|
|
2024
Q3 | $1.73M | Buy |
25,197
+1,107
| +5% | +$75.8K | 0.02% | 720 |
|
|
2024
Q2 | $1.37M | Buy |
+24,090
| New | +$1.37M | 0.02% | 792 |
|
|
2019
Q3 | – | Sell |
-24,995
| Closed | -$802K | – | 931 |
|
|
2019
Q2 | $802K | Buy |
24,995
+4,727
| +23% | +$152K | 0.03% | 465 |
|
|
2019
Q1 | $843K | Buy |
20,268
+8,811
| +77% | +$366K | 0.04% | 400 |
|
|
2018
Q4 | $394K | Buy |
11,457
+3,292
| +40% | +$113K | 0.02% | 576 |
|
|
2018
Q3 | $447K | Buy |
8,165
+2,260
| +38% | +$124K | 0.02% | 625 |
|
|
2018
Q2 | $346K | Buy |
5,905
+1,614
| +38% | +$94.6K | 0.02% | 688 |
|
|
2018
Q1 | $218K | Buy |
+4,291
| New | +$218K | 0.01% | 787 |
|