Nisa Investment 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
Q3 | $251K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | $172K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $89.4K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $612K | Sell |
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|
2021
Q3 | $854 | Hold |
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|
2021
Q2 | $785 | Buy |
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|
2021
Q1 | $753 | Sell |
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|
2020
Q4 | $899K | Buy |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q2 | $191K | Buy |
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|
2020
Q1 | $121K | Sell |
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|
2019
Q4 | $784K | Sell |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $2.45M | Buy |
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|
2018
Q2 | $317K | Sell |
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|
2018
Q1 | $629K | Buy |
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|
2017
Q4 | $179K | Hold |
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|
2017
Q3 | $159K | Hold |
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|
2017
Q2 | $144K | Buy |
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