Bell Investment Advisors’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 | $4.3K | Sell |
69
-5
| -7% | -$312 | ﹤0.01% | 1058 |
|
|
2025
Q1 | $4.32K | Buy |
74
+15
| +25% | +$875 | ﹤0.01% | 982 |
|
|
2024
Q4 | $4.36K | Hold |
59
| – | – | ﹤0.01% | 985 |
|
|
2024
Q3 | $4.04K | Hold |
59
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q2 | $3.36K | Hold |
59
| – | – | ﹤0.01% | 1119 |
|
|
2024
Q1 | $3.35K | Hold |
59
| – | – | ﹤0.01% | 1126 |
|
|
2023
Q4 | $3.31K | Hold |
59
| – | – | ﹤0.01% | 1104 |
|
|
2023
Q3 | $2.66K | Sell |
59
-14
| -19% | -$632 | ﹤0.01% | 1147 |
|
|
2023
Q2 | $3.31K | Sell |
73
-12
| -14% | -$544 | ﹤0.01% | 1037 |
|
|
2023
Q1 | $3.27K | Sell |
85
-104
| -55% | -$4K | ﹤0.01% | 996 |
|
|
2022
Q4 | $7.25K | Buy |
189
+60
| +47% | +$2.3K | ﹤0.01% | 626 |
|
|
2022
Q3 | $4K | Buy |
129
+14
| +12% | +$434 | ﹤0.01% | 802 |
|
|
2022
Q2 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 713 |
|
|
2021
Q4 | $7K | Buy |
113
+70
| +163% | +$4.34K | ﹤0.01% | 616 |
|
|
2021
Q3 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 937 |
|