Bell Investment Advisors’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 | $4.3K | Sell |
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|
2025
Q1 | $4.32K | Buy |
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|
2024
Q4 | $4.36K | Hold |
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|
2024
Q3 | $4.04K | Hold |
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|
2024
Q2 | $3.35K | Hold |
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|
2024
Q1 | $3.35K | Hold |
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|
2023
Q4 | $3.31K | Hold |
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|
2023
Q3 | $2.66K | Sell |
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|
2023
Q2 | $3.31K | Sell |
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|
2023
Q1 | $3.27K | Sell |
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|
2022
Q4 | $7.25K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q3 | $3K | Buy |
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