Westside Investment Management’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 | $2.07K | Hold |
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|
2025
Q2 | $1.81K | Hold |
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|
2025
Q1 | $1.69K | Hold |
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|
2024
Q4 | $2.14K | Hold |
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|
2024
Q3 | $1.99K | Hold |
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|
2024
Q2 | $1.65K | Hold |
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|
2024
Q1 | $1.65K | Hold |
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|
2023
Q4 | $1.63K | Hold |
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|
2023
Q3 | $1.31K | Hold |
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|
2023
Q2 | $1.31K | Hold |
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|
2023
Q1 | $1.11K | Hold |
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|
2022
Q4 | $1 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $1 | Hold |
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|
2022
Q1 | $1 | Hold |
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|
2021
Q4 | $1 | Hold |
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|
2021
Q3 | $1 | Sell |
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|
2021
Q2 | $54 | Hold |
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|
2021
Q1 | $52 | Hold |
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|
2020
Q4 | $44 | Hold |
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|
2020
Q3 | $33 | Buy |
|