Wasatch 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 | $236M | Buy |
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|
2025
Q2 | $177M | Buy |
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|
2025
Q1 | $160M | Buy |
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|
2024
Q4 | $194M | Sell |
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|
2024
Q3 | $195M | Sell |
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|
2024
Q2 | $204M | Buy |
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|
2024
Q1 | $194M | Buy |
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|
2023
Q4 | $183M | Sell |
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|
2023
Q3 | $156M | Sell |
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|
2023
Q2 | $193M | Sell |
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|
2023
Q1 | $174M | Buy |
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|
2022
Q4 | $150M | Buy |
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|
2022
Q3 | $104M | Buy |
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|
2022
Q2 | $88.7M | Buy |
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|
2022
Q1 | $48.1M | Buy |
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|
2021
Q4 | $57.4M | Sell |
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|
2021
Q3 | $62.9M | Buy |
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|
2021
Q2 | $57M | Buy |
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|
2021
Q1 | $46M | Sell |
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|
2020
Q4 | $47M | Buy |
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|
2020
Q3 | $28M | Buy |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $19.8M | Sell |
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|
2019
Q4 | $23M | Buy |
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|
2019
Q3 | $17M | Buy |
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|
2019
Q2 | $14.6M | Buy |
|