Wealth Enhancement Advisory Services
MC icon

Wealth Enhancement Advisory Services’s Moelis & Co MC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Sell
283,530
-97,928
-26% -$6.37M 0.04% 454
2025
Q4 		$29.2M Buy
381,458
+26,800
+8% +$1.79M 0.04% 375
2025
Q3 		$23.7M Buy
354,658
+17,740
+5% +$1.27M 0.04% 415
2025
Q2 		$22.2M Buy
336,918
+83,260
+33% +$4.67M 0.04% 393
2025
Q1 		$14.8M Buy
253,658
+99,316
+64% +$7M 0.03% 483
2024
Q4 		$11.4M Buy
154,342
+10,601
+7% +$767K 0.02% 518
2024
Q3 		$9.85M Buy
143,741
+8,342
+6% +$539K 0.02% 519
2024
Q2 		$7.7M Buy
135,399
+46,226
+52% +$2.5M 0.02% 563
2024
Q1 		$5.06M Buy
+89,173
New +$4.87M 0.01% 658

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