Peak Financial Advisors’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 | $626K | Sell |
|
|||||
|
2025
Q2 | $549K | Buy |
|
|||||
|
2025
Q1 | $500K | Buy |
|
|||||
|
2024
Q4 | $618K | Sell |
|
|||||
|
2024
Q3 | $582K | Sell |
|
|||||
|
2024
Q2 | $497K | Buy |
|
|||||
|
2024
Q1 | $495K | Buy |
|
|||||
|
2023
Q4 | $475K | Buy |
|
|||||
|
2023
Q3 | $345K | Buy |
|
|||||
|
2023
Q2 | $294K | Buy |
|
|||||
|
2023
Q1 | $245K | Sell |
|
|||||
|
2022
Q4 | $245K | Sell |
|
|||||
|
2022
Q3 | $234K | Sell |
|
|||||
|
2022
Q2 | $321K | Sell |
|
|||||
|
2022
Q1 | $508K | Sell |
|
|||||
|
2021
Q4 | $679K | Buy |
|
|||||
|
2021
Q3 | $637K | Buy |
|
|||||
|
2021
Q2 | $558K | Buy |
|