NewEdge 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 | $12.3K | Hold |
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|
2025
Q1 | $11.6K | Hold |
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|
2024
Q4 | $14.6K | Hold |
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|
2024
Q3 | $13.6K | Hold |
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|
2024
Q2 | $11.3K | Sell |
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|
2024
Q1 | $15.7K | Buy |
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|
2023
Q4 | $15.4K | Buy |
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|
2023
Q3 | $8.94K | Hold |
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|
2023
Q2 | $8.98K | Hold |
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|
2023
Q1 | $7.61K | Sell |
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|
2022
Q4 | $644 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $553K | Buy |
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