O'Rourke & Company’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 | $405K | Sell |
6,496
-610
| -9% | -$38K | 0.19% | 106 |
|
|
2025
Q1 | $415K | Buy |
7,106
+294
| +4% | +$17.2K | 0.21% | 101 |
|
|
2024
Q4 | $503K | Buy |
6,812
+323
| +5% | +$23.9K | 0.25% | 83 |
|
|
2024
Q3 | $445K | Buy |
6,489
+294
| +5% | +$20.1K | 0.22% | 91 |
|
|
2024
Q2 | $352K | Buy |
6,195
+14
| +0.2% | +$795 | 0.2% | 98 |
|
|
2024
Q1 | $351K | Buy |
6,181
+537
| +10% | +$30.5K | 0.2% | 101 |
|
|
2023
Q4 | $317K | Buy |
5,644
+221
| +4% | +$12.4K | 0.2% | 96 |
|
|
2023
Q3 | $245K | Sell |
5,423
-198
| -4% | -$8.95K | 0.18% | 116 |
|
|
2023
Q2 | $255K | Buy |
5,621
+373
| +7% | +$16.9K | 0.18% | 118 |
|
|
2023
Q1 | $202K | Sell |
5,248
-190
| -3% | -$7.31K | 0.15% | 128 |
|
|
2022
Q4 | $209K | Buy |
+5,438
| New | +$209K | 0.17% | 128 |
|
|
2022
Q3 | – | Sell |
-5,215
| Closed | -$205K | – | 120 |
|
|
2022
Q2 | $205K | Buy |
5,215
+646
| +14% | +$25.4K | 0.17% | 110 |
|
|
2022
Q1 | $215K | Buy |
4,569
+6
| +0.1% | +$282 | 0.15% | 117 |
|
|
2021
Q4 | $285K | Buy |
+4,563
| New | +$285K | 0.19% | 101 |
|