Private Advisor Group’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
$355K Buy
2025
Q1
$323K Sell
2024
Q4
$439K Sell
2024
Q3
$452K Buy
2024
Q2
$287K Buy
2024
Q1
$262K Buy
2020
Q3
Sell
2020
Q2
$1K Buy