DAS
Diversify Advisory Services’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
25,325
+5,323
| +27% | +$392K | 0.07% | 200 |
|
|
2025
Q1 | $1.07M | Buy |
20,002
+4,724
| +31% | +$252K | 0.07% | 204 |
|
|
2024
Q4 | $1.09M | Sell |
15,278
-22,077
| -59% | -$1.58M | 0.06% | 217 |
|
|
2024
Q3 | $2.63M | Sell |
37,355
-10,196
| -21% | -$718K | 0.14% | 127 |
|
|
2024
Q2 | $2.77M | Sell |
47,551
-17,079
| -26% | -$993K | 0.15% | 121 |
|
|
2024
Q1 | $3.63M | Buy |
+64,630
| New | +$3.63M | 0.21% | 99 |
|