Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $407K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $210K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $396K | Buy |
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|
2017
Q2 | $333K | Buy |
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