Farther Finance Advisors’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 | $33.7K | Buy |
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|
2025
Q2 | $20.8K | Sell |
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|
2025
Q1 | $65.4K | Buy |
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|
2024
Q4 | $76.1K | Sell |
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|
2024
Q3 | $82K | Buy |
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|
2024
Q2 | $64.5K | Buy |
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|
2024
Q1 | $8.99K | Hold |
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|
2023
Q4 | $8.98K | Buy |
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|
2023
Q3 | $5.87K | Hold |
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|
2023
Q2 | $5.89K | Sell |
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|
2023
Q1 | $5.23K | Hold |
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|
2022
Q4 | $5.22K | Buy |
|