EverSource Wealth Advisors’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2K | Buy |
597
+282
| +90% | +$17.6K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $18.4K | Buy |
315
+125
| +66% | +$7.3K | ﹤0.01% | 1732 |
|
|
2024
Q4 | $14K | Buy |
190
+67
| +54% | +$4.95K | ﹤0.01% | 1825 |
|
|
2024
Q3 | $8.43K | Buy |
123
+25
| +26% | +$1.71K | ﹤0.01% | 1963 |
|
|
2024
Q2 | $6.66K | Buy |
98
+14
| +17% | +$952 | ﹤0.01% | 2084 |
|
|
2024
Q1 | $4.12K | Buy |
84
+25
| +42% | +$1.23K | ﹤0.01% | 2137 |
|
|
2023
Q4 | $3.31K | Buy |
59
+44
| +293% | +$2.47K | ﹤0.01% | 2017 |
|
|
2023
Q3 | $677 | Sell |
15
-4
| -21% | -$181 | ﹤0.01% | 2329 |
|
|
2023
Q2 | $861 | Sell |
19
-797
| -98% | -$36.1K | ﹤0.01% | 2265 |
|
|
2023
Q1 | $31.4K | Sell |
816
-228
| -22% | -$8.76K | ﹤0.01% | 944 |
|
|
2022
Q4 | $40.1K | Sell |
1,044
-1,165
| -53% | -$44.7K | 0.01% | 840 |
|
|
2022
Q3 | $75K | Sell |
2,209
-106
| -5% | -$3.6K | 0.02% | 517 |
|
|
2022
Q2 | $91K | Buy |
+2,315
| New | +$91K | 0.02% | 399 |
|