Mercer Global 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
2025
Q2
$644K Sell
2025
Q1
$703K Buy
2024
Q4
$335K Buy
2023
Q4
Sell
2023
Q3
$385K Sell
2023
Q2
$425K Sell
2023
Q1
$381K Sell
2022
Q4
$501K Buy
2022
Q3
$426K Buy
2022
Q2
$399K Buy
2022
Q1
$242K Buy
2021
Q4
$290K Buy
2021
Q3
Sell
2021
Q2
$801K Buy
2021
Q1
$684K Buy
2019
Q3
Sell
2019
Q2
$208K Buy
2019
Q1
$221K Buy