Simon Quick 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 | $234K | Hold |
|
|||||
|
2025
Q2 | $205K | Sell |
|
|||||
|
2025
Q1 | $275K | Buy |
|
|||||
|
2024
Q4 | $256K | Sell |
|
|||||
|
2024
Q3 | $243K | Buy |
|
|||||
|
2024
Q2 | $201K | Buy |
|
|||||
|
2024
Q1 | $200K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $106K | Hold |
|
|||||
|
2021
Q4 | $141K | Sell |
|
|||||
|
2021
Q3 | $207K | Hold |
|
|||||
|
2021
Q2 | $190K | Hold |
|
|||||
|
2021
Q1 | $184K | Sell |
|
|||||
|
2020
Q4 | $180K | Buy |
|
|||||
|
2020
Q3 | $96K | Hold |
|
|||||
|
2020
Q2 | $85K | Hold |
|
|||||
|
2020
Q1 | $77K | Buy |
|
|||||
|
2019
Q4 | $40K | Hold |
|
|||||
|
2019
Q3 | $41K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $52K | Hold |
|
|||||
|
2018
Q4 | $43K | Hold |
|
|||||
|
2018
Q3 | $68K | Sell |
|
|||||
|
2018
Q2 | $109K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $97K | Hold |
|
|||||
|
2017
Q3 | $80K | Buy |
|