Wealth Enhancement Advisory Services’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
336,918
+83,260
| +33% | +$5.48M | 0.04% | 393 |
|
|
2025
Q1 | $14.8M | Buy |
253,658
+99,316
| +64% | +$5.8M | 0.03% | 483 |
|
|
2024
Q4 | $11.4M | Buy |
154,342
+10,601
| +7% | +$783K | 0.02% | 517 |
|
|
2024
Q3 | $9.85M | Buy |
143,741
+8,342
| +6% | +$572K | 0.02% | 518 |
|
|
2024
Q2 | $7.7M | Buy |
135,399
+46,226
| +52% | +$2.63M | 0.02% | 563 |
|
|
2024
Q1 | $5.06M | Buy |
+89,173
| New | +$5.06M | 0.01% | 658 |
|