D.A. Davidson & Co’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 | $483K | Hold |
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|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $395K | Hold |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $8K | Buy |
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|
2017
Q1 | $7K | Buy |
|