Oppenheimer Asset Management’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 | $2.72M | Buy |
43,603
+7,099
| +19% | +$442K | 0.03% | 476 |
|
|
2025
Q1 | $2.13M | Sell |
36,504
-2,726
| -7% | -$159K | 0.03% | 503 |
|
|
2024
Q4 | $2.9M | Sell |
39,230
-3,133
| -7% | -$231K | 0.04% | 448 |
|
|
2024
Q3 | $2.9M | Sell |
42,363
-8,912
| -17% | -$611K | 0.03% | 447 |
|
|
2024
Q2 | $2.92M | Buy |
51,275
+16,965
| +49% | +$965K | 0.04% | 427 |
|
|
2024
Q1 | $1.95M | Sell |
34,310
-12,053
| -26% | -$684K | 0.03% | 496 |
|
|
2023
Q4 | $2.6M | Sell |
46,363
-2,597
| -5% | -$146K | 0.04% | 436 |
|
|
2023
Q3 | $2.21M | Sell |
48,960
-4,221
| -8% | -$190K | 0.03% | 458 |
|
|
2023
Q2 | $2.41M | Buy |
53,181
+5,755
| +12% | +$261K | 0.04% | 451 |
|
|
2023
Q1 | $1.82M | Buy |
47,426
+14,839
| +46% | +$570K | 0.03% | 521 |
|
|
2022
Q4 | $1.25M | Buy |
32,587
+8,034
| +33% | +$308K | 0.02% | 617 |
|
|
2022
Q3 | $830K | Buy |
24,553
+7,773
| +46% | +$263K | 0.01% | 714 |
|
|
2022
Q2 | $661K | Buy |
+16,780
| New | +$661K | 0.01% | 789 |
|