Abound Wealth 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 | $187 | Hold |
3
| – | – | ﹤0.01% | 1058 |
|
|
2025
Q1 | $176 | Hold |
3
| – | – | ﹤0.01% | 1038 |
|
|
2024
Q4 | $222 | Sell |
3
-5
| -63% | -$370 | ﹤0.01% | 1013 |
|
|
2024
Q3 | $549 | Hold |
8
| – | – | ﹤0.01% | 856 |
|
|
2024
Q2 | $455 | Hold |
8
| – | – | ﹤0.01% | 854 |
|
|
2024
Q1 | $455 | Hold |
8
| – | – | ﹤0.01% | 925 |
|
|
2023
Q4 | $450 | Buy |
+8
| New | +$450 | ﹤0.01% | 966 |
|