OneDigital 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 | $1.12M | Sell |
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|
2025
Q2 | $977K | Buy |
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|
2025
Q1 | $845K | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $946K | Buy |
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|
2024
Q2 | $776K | Buy |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $485K | Buy |
|