Richard Bernstein 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 | – | Sell |
-54,971
| Closed | -$3.21M | – | 231 |
|
|
2025
Q1 | $3.21M | Sell |
54,971
-1,803
| -3% | -$105K | 0.08% | 138 |
|
|
2024
Q4 | $4.19M | Hold |
56,774
| – | – | 0.1% | 101 |
|
|
2024
Q3 | $3.89M | Hold |
56,774
| – | – | 0.08% | 117 |
|
|
2024
Q2 | $3.23M | Buy |
56,774
+13
| +0% | +$739 | 0.07% | 133 |
|
|
2024
Q1 | $3.22M | Hold |
56,761
| – | – | 0.07% | 138 |
|
|
2023
Q4 | $3.19M | Buy |
56,761
+32
| +0.1% | +$1.8K | 0.07% | 124 |
|
|
2023
Q3 | $2.56M | Buy |
+56,729
| New | +$2.56M | 0.06% | 164 |
|