Creative Planning’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 | $546K | Buy |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $23K | Buy |
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|
2016
Q4 | $14K | Sell |
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|
2016
Q3 | $65K | Buy |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $13K | Buy |
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