Peak Financial Advisors’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 | $549K | Buy |
8,814
+247
| +3% | +$15.4K | 0.28% | 49 |
|
|
2025
Q1 | $500K | Buy |
8,567
+204
| +2% | +$11.9K | 0.25% | 55 |
|
|
2024
Q4 | $618K | Sell |
8,363
-134
| -2% | -$9.9K | 0.32% | 49 |
|
|
2024
Q3 | $582K | Sell |
8,497
-252
| -3% | -$17.3K | 0.3% | 47 |
|
|
2024
Q2 | $497K | Buy |
8,749
+34
| +0.4% | +$1.93K | 0.29% | 47 |
|
|
2024
Q1 | $495K | Buy |
8,715
+245
| +3% | +$13.9K | 0.3% | 45 |
|
|
2023
Q4 | $475K | Buy |
8,470
+820
| +11% | +$46K | 0.32% | 48 |
|
|
2023
Q3 | $345K | Buy |
7,650
+1,162
| +18% | +$52.4K | 0.37% | 32 |
|
|
2023
Q2 | $294K | Buy |
6,488
+122
| +2% | +$5.53K | 0.23% | 56 |
|
|
2023
Q1 | $245K | Sell |
6,366
-26
| -0.4% | -$999 | 0.21% | 52 |
|
|
2022
Q4 | $245K | Sell |
6,392
-519
| -8% | -$19.9K | 0.22% | 52 |
|
|
2022
Q3 | $234K | Sell |
6,911
-1,246
| -15% | -$42.2K | 0.29% | 54 |
|
|
2022
Q2 | $321K | Sell |
8,157
-2,659
| -25% | -$105K | 0.32% | 57 |
|
|
2022
Q1 | $508K | Sell |
10,816
-43
| -0.4% | -$2.02K | 0.44% | 52 |
|
|
2021
Q4 | $679K | Buy |
10,859
+563
| +5% | +$35.2K | 0.52% | 39 |
|
|
2021
Q3 | $637K | Buy |
10,296
+491
| +5% | +$30.4K | 0.56% | 33 |
|
|
2021
Q2 | $558K | Buy |
+9,805
| New | +$558K | 0.48% | 44 |
|