Cambridge Investment Research 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 | $218K | Sell |
3,501
-1,162
| -25% | -$72.4K | ﹤0.01% | 3280 |
|
|
2025
Q1 | $272K | Buy |
4,663
+1,393
| +43% | +$81.3K | ﹤0.01% | 2950 |
|
|
2024
Q4 | $242K | Buy |
+3,270
| New | +$242K | ﹤0.01% | 3025 |
|
|
2023
Q3 | – | Sell |
-12,438
| Closed | -$564K | – | 3218 |
|
|
2023
Q2 | $564K | Buy |
12,438
+761
| +7% | +$34.5K | ﹤0.01% | 2034 |
|
|
2023
Q1 | $449K | Sell |
11,677
-139
| -1% | -$5.35K | ﹤0.01% | 2169 |
|
|
2022
Q4 | $453K | Buy |
11,816
+32
| +0.3% | +$1.23K | ﹤0.01% | 2091 |
|
|
2022
Q3 | $398K | Buy |
11,784
+5,417
| +85% | +$183K | ﹤0.01% | 2124 |
|
|
2022
Q2 | $251K | Sell |
6,367
-1,111
| -15% | -$43.8K | ﹤0.01% | 2541 |
|
|
2022
Q1 | $351K | Buy |
7,478
+3,653
| +96% | +$171K | ﹤0.01% | 2414 |
|
|
2021
Q4 | $239K | Buy |
+3,825
| New | +$239K | ﹤0.01% | 2729 |
|