Private Advisor Group’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 | $355K | Buy |
5,704
+168
| +3% | +$10.5K | ﹤0.01% | 1882 |
|
|
2025
Q1 | $323K | Sell |
5,536
-403
| -7% | -$23.5K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $439K | Sell |
5,939
-655
| -10% | -$48.4K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $452K | Buy |
6,594
+1,544
| +31% | +$106K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $287K | Buy |
5,050
+435
| +9% | +$24.7K | ﹤0.01% | 1916 |
|
|
2024
Q1 | $262K | Buy |
+4,615
| New | +$262K | ﹤0.01% | 1939 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$1K | – | 2670 |
|
|
2020
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 3726 |
|