Capital Investment Advisory Services’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 | $325K | Buy |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6K | Buy |
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