Cetera Investment Advisers’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 | $460K | Buy |
7,378
+465
| +7% | +$29K | ﹤0.01% | 3033 |
|
|
2025
Q1 | $403K | Buy |
6,913
+623
| +10% | +$36.4K | ﹤0.01% | 3024 |
|
|
2024
Q4 | $465K | Buy |
6,290
+546
| +10% | +$40.3K | ﹤0.01% | 2736 |
|
|
2024
Q3 | $394K | Sell |
5,744
-340
| -6% | -$23.3K | ﹤0.01% | 2853 |
|
|
2024
Q2 | $346K | Sell |
6,084
-1,208
| -17% | -$68.7K | ﹤0.01% | 2910 |
|
|
2024
Q1 | $414K | Buy |
+7,292
| New | +$414K | ﹤0.01% | 2763 |
|