Heritage Wealth Management (Arizona)’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $243K | Sell |
4,270
-502
| -11% | -$28.5K | 0.13% | 144 |
|
|
2024
Q1 | $271K | Sell |
4,772
-154
| -3% | -$8.74K | 0.14% | 136 |
|
|
2023
Q4 | $276K | Buy |
+4,926
| New | +$276K | 0.15% | 126 |
|
|
2022
Q4 | $582K | Buy |
15,178
+8,785
| +137% | +$337K | 0.08% | 176 |
|
|
2022
Q3 | $216K | Buy |
6,393
+577
| +10% | +$19.5K | 0.07% | 211 |
|
|
2022
Q2 | $229K | Buy |
5,816
+1,282
| +28% | +$50.4K | 0.08% | 211 |
|
|
2022
Q1 | $213K | Buy |
+4,534
| New | +$213K | 0.06% | 262 |
|
|
2021
Q3 | $138K | Buy |
2,222
+447
| +25% | +$27.8K | 0.05% | 279 |
|
|
2021
Q2 | $101K | Buy |
1,775
+677
| +62% | +$38.5K | 0.04% | 337 |
|
|
2021
Q1 | $60K | Buy |
+1,098
| New | +$60K | 0.03% | 348 |
|