Carson Wealth (CWM LLC)’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 | $730K | Buy |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $187K | Buy |
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|
2024
Q3 | $164K | Buy |
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|
2024
Q2 | $134K | Buy |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $17K | Sell |
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|
2023
Q3 | $18K | Sell |
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|
2023
Q2 | $32K | Sell |
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|
2023
Q1 | $33K | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $864K | Buy |
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|
2022
Q2 | $985K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
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