Cerity Partners’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 | $1.3M | Buy |
20,934
+3,823
| +22% | +$238K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $999K | Buy |
17,111
+3,549
| +26% | +$207K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $958K | Sell |
13,562
-283
| -2% | -$20K | ﹤0.01% | 1435 |
|
|
2024
Q3 | $949K | Buy |
13,845
+7,819
| +130% | +$536K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $343K | Sell |
6,026
-7,529
| -56% | -$428K | ﹤0.01% | 1747 |
|
|
2024
Q1 | $770K | Buy |
13,555
+8,046
| +146% | +$457K | ﹤0.01% | 1400 |
|
|
2023
Q4 | $309K | Buy |
+5,509
| New | +$309K | ﹤0.01% | 1494 |
|