O'Rourke & Company’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 | $465K | Buy |
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|
2025
Q2 | $405K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $285K | Buy |
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