Cambridge Investment Research 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
Q3 | $286K | Buy |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $242K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $239K | Buy |
|