Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $135K | Sell |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $244K | Hold |
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|
2017
Q4 | $233K | Hold |
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|
2017
Q3 | $207K | Buy |
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