JFS Wealth Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31K | Sell |
21
-8
| -28% | -$499 | ﹤0.01% | 1504 |
|
|
2025
Q1 | $1.69K | Hold |
29
| – | – | ﹤0.01% | 1523 |
|
|
2024
Q4 | $2.14K | Hold |
29
| – | – | ﹤0.01% | 1447 |
|
|
2024
Q3 | $1.99K | Hold |
29
| – | – | ﹤0.01% | 1495 |
|
|
2024
Q2 | $1.65K | Hold |
29
| – | – | ﹤0.01% | 1513 |
|
|
2024
Q1 | $1.65K | Hold |
29
| – | – | ﹤0.01% | 1515 |
|
|
2023
Q4 | $1.63K | Sell |
29
-9
| -24% | -$505 | ﹤0.01% | 1515 |
|
|
2023
Q3 | $1.72K | Buy |
38
+9
| +31% | +$406 | ﹤0.01% | 1421 |
|
|
2023
Q2 | $1.32K | Sell |
29
-8
| -22% | -$363 | ﹤0.01% | 1519 |
|
|
2023
Q1 | $1.42K | Buy |
37
+5
| +16% | +$192 | ﹤0.01% | 1481 |
|
|
2022
Q4 | $1.23K | Sell |
32
-4
| -11% | -$154 | ﹤0.01% | 1552 |
|
|
2022
Q3 | $1K | Buy |
36
+22
| +157% | +$611 | ﹤0.01% | 1588 |
|
|
2022
Q2 | $1K | Sell |
14
-14
| -50% | -$1K | ﹤0.01% | 1579 |
|
|
2022
Q1 | $1K | Buy |
28
+16
| +133% | +$571 | ﹤0.01% | 1678 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1449 |
|