Algert Global’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 | $3.91M | Sell |
62,690
-1,250
| -2% | -$77.9K | 0.08% | 411 |
|
|
2025
Q1 | $3.73M | Sell |
63,940
-27,670
| -30% | -$1.62M | 0.09% | 373 |
|
|
2024
Q4 | $6.77M | Buy |
+91,610
| New | +$6.77M | 0.16% | 204 |
|
|
2024
Q3 | – | Sell |
-6,711
| Closed | -$382K | – | 1417 |
|
|
2024
Q2 | $382K | Buy |
+6,711
| New | +$382K | 0.01% | 1018 |
|