Quantum Private Wealth’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 | $838K | Hold |
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|
2025
Q2 | $732K | Hold |
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|
2025
Q1 | $686K | Hold |
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|
2024
Q4 | $868K | Hold |
|
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|
2024
Q3 | $805K | Hold |
|
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|
2024
Q2 | $668K | Hold |
|
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|
2024
Q1 | $667K | Hold |
|
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|
2023
Q4 | $660K | Sell |
|
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|
2023
Q3 | $531K | Hold |
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|
2023
Q2 | $533K | Hold |
|
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|
2023
Q1 | $452K | Hold |
|
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $317K | Hold |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $504K | Buy |
|