Oppenheimer Asset Management’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 | $3.79M | Buy |
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|
2025
Q2 | $2.72M | Buy |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.92M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.41M | Buy |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $830K | Buy |
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|
2022
Q2 | $661K | Buy |
|