OneDigital Investment Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
15,680
+1,198
| +8% | +$74.7K | 0.01% | 644 |
|
|
2025
Q1 | $845K | Buy |
14,482
+581
| +4% | +$33.9K | 0.01% | 661 |
|
|
2024
Q4 | $1.03M | Buy |
13,901
+89
| +0.6% | +$6.58K | 0.01% | 628 |
|
|
2024
Q3 | $946K | Buy |
13,812
+172
| +1% | +$11.8K | 0.01% | 673 |
|
|
2024
Q2 | $776K | Buy |
13,640
+2,945
| +28% | +$167K | 0.01% | 720 |
|
|
2024
Q1 | $607K | Buy |
10,695
+258
| +2% | +$14.6K | 0.01% | 676 |
|
|
2023
Q4 | $586K | Sell |
10,437
-267
| -2% | -$15K | 0.01% | 657 |
|
|
2023
Q3 | $483K | Buy |
10,704
+96
| +0.9% | +$4.33K | 0.01% | 657 |
|
|
2023
Q2 | $481K | Sell |
10,608
-2,012
| -16% | -$91.2K | 0.01% | 658 |
|
|
2023
Q1 | $485K | Buy |
+12,620
| New | +$485K | 0.01% | 634 |
|