Heritage Wealth Management (Arizona)’s Moelis & Co MC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$243K	Sell
2024 Q1	$271K	Sell
2023 Q4	$276K	Buy
2022 Q4	$582K	Buy
2022 Q3	$216K	Buy
2022 Q2	$229K	Buy
2022 Q1	$213K	Buy
2021 Q3	$138K	Buy
2021 Q2	$101K	Buy
2021 Q1	$60K	Buy