Westside Investment Management’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 | $1.81K | Hold |
29
| – | – | ﹤0.01% | 1220 |
|
|
2025
Q1 | $1.69K | Hold |
29
| – | – | ﹤0.01% | 903 |
|
|
2024
Q4 | $2.14K | Hold |
29
| – | – | ﹤0.01% | 893 |
|
|
2024
Q3 | $1.99K | Hold |
29
| – | – | ﹤0.01% | 906 |
|
|
2024
Q2 | $1.65K | Hold |
29
| – | – | ﹤0.01% | 907 |
|
|
2024
Q1 | $1.65K | Hold |
29
| – | – | ﹤0.01% | 835 |
|
|
2023
Q4 | $1.63K | Hold |
29
| – | – | ﹤0.01% | 810 |
|
|
2023
Q3 | $1.31K | Hold |
29
| – | – | ﹤0.01% | 789 |
|
|
2023
Q2 | $1.32K | Hold |
29
| – | – | ﹤0.01% | 791 |
|
|
2023
Q1 | $1.12K | Hold |
29
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $1 | Hold |
29
| – | – | ﹤0.01% | 788 |
|
|
2022
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 832 |
|
|
2022
Q2 | $1 | Hold |
29
| – | – | ﹤0.01% | 783 |
|
|
2022
Q1 | $1 | Hold |
29
| – | – | ﹤0.01% | 762 |
|
|
2021
Q4 | $1 | Hold |
29
| – | – | ﹤0.01% | 756 |
|
|
2021
Q3 | $1 | Sell |
29
-924
| -97% | -$32 | ﹤0.01% | 734 |
|
|
2021
Q2 | $54 | Hold |
953
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $52 | Hold |
953
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $44 | Hold |
953
| – | – | ﹤0.01% | 354 |
|
|
2020
Q3 | $33 | Buy |
+953
| New | +$33 | ﹤0.01% | 376 |
|