Farther Finance Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Sell |
334
-786
| -70% | -$49K | ﹤0.01% | 2644 |
|
|
2025
Q1 | $65.4K | Buy |
1,120
+90
| +9% | +$5.25K | ﹤0.01% | 1762 |
|
|
2024
Q4 | $76.1K | Sell |
1,030
-167
| -14% | -$12.3K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $82K | Buy |
1,197
+69
| +6% | +$4.73K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $64.5K | Buy |
1,128
+968
| +605% | +$55.3K | ﹤0.01% | 1302 |
|
|
2024
Q1 | $8.99K | Hold |
160
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q4 | $8.98K | Buy |
160
+30
| +23% | +$1.68K | ﹤0.01% | 1666 |
|
|
2023
Q3 | $5.87K | Hold |
130
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q2 | $5.89K | Sell |
130
-6
| -4% | -$272 | ﹤0.01% | 1373 |
|
|
2023
Q1 | $5.23K | Hold |
136
| – | – | ﹤0.01% | 1329 |
|
|
2022
Q4 | $5.22K | Buy |
+136
| New | +$5.22K | ﹤0.01% | 1160 |
|