Curated Wealth Partners’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 | $670K | Buy |
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|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $450K | Hold |
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|
2021
Q4 | $450K | Hold |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $308K | Buy |
|