Global Retirement Partners’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 | $38.8K | Buy |
|
|||||
|
2025
Q2 | $16.7K | Buy |
|
|||||
|
2024
Q4 | $19.1K | Sell |
|
|||||
|
2024
Q3 | $24.9K | Buy |
|
|||||
|
2024
Q2 | $20.5K | Buy |
|
|||||
|
2024
Q1 | $15.6K | Hold |
|
|||||
|
2023
Q4 | $14.7K | Buy |
|
|||||
|
2023
Q3 | $12K | Buy |
|
|||||
|
2023
Q2 | $9.48K | Buy |
|
|||||
|
2023
Q1 | $5.19K | Buy |
|
|||||
|
2022
Q4 | $5.1K | Buy |
|
|||||
|
2022
Q3 | $2K | Buy |
|