Hennion & Walsh Asset Management’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 | $1.66M | Sell |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $954K | Buy |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $797K | Sell |
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|
2021
Q3 | $835K | Sell |
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|
2021
Q2 | $804K | Sell |
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|
2021
Q1 | $868K | Buy |
|