Verdence Capital 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 | $2.83M | Sell |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $2.26M | Buy |
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|
2024
Q4 | $2.48M | Sell |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $845K | Buy |
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|
2020
Q4 | $576K | Buy |
|