JP Morgan Private Wealth Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.61M | Buy |
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|
2023
Q2 | $9.58M | Buy |
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|
2023
Q1 | $7M | Buy |
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|
2022
Q4 | $6.08M | Sell |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $9.78M | Sell |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $9.17M | Buy |
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|
2021
Q1 | $8.6M | Sell |
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|
2020
Q4 | $8.73M | Sell |
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|
2020
Q3 | $7.56M | Buy |
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|
2020
Q2 | $6.56M | Buy |
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|
2020
Q1 | $5.86M | Buy |
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|
2019
Q4 | $4.07M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $330K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Buy |
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