O'Shaughnessy 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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $433K | Buy |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $168K | Hold |
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|
2021
Q1 | $162K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $815K | Sell |
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|
2018
Q2 | $881K | Sell |
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|
2018
Q1 | $2.07M | Sell |
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|
2017
Q4 | $2.68M | Buy |
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|
2017
Q3 | $2.34M | Sell |
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|
2017
Q2 | $2.33M | Buy |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $480K | Buy |
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|
2016
Q3 | $241K | Buy |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | $17K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8K | Sell |
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|
2015
Q2 | $42K | Hold |
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|
2015
Q1 | $44K | Buy |
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|
2014
Q4 | $49K | Buy |
|