Steward Partners Investment Advisory’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
Q2 | $898K | Buy |
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|
2025
Q1 | $822K | Buy |
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|
2024
Q4 | $720K | Buy |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $192K | Sell |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $181K | Sell |
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|
2020
Q1 | $175K | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $315K | Buy |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $496K | Buy |
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|
2018
Q2 | $523K | Sell |
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|
2018
Q1 | $494K | Buy |
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|
2017
Q4 | $416K | Sell |
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|
2017
Q3 | $392K | Buy |
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|
2017
Q2 | $347K | Buy |
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