MML Investors Services’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
Q3 | $577K | Sell |
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|
2025
Q2 | $518K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $504K | Sell |
|
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $279K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $241K | Buy |
|