Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13K | Buy |
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|
2025
Q2 | $11.3K | Buy |
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|
2025
Q1 | $10.4K | Sell |
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|
2024
Q4 | $17.1K | Buy |
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|
2024
Q3 | $15.7K | Buy |
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|
2024
Q2 | $12.9K | Buy |
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|
2024
Q1 | $12.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.17K | Hold |
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|
2022
Q4 | $2.13K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3.3K | Buy |
|