Apollon 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 | $480K | Sell |
7,707
-585
| -7% | -$36.5K | 0.01% | 828 |
|
|
2025
Q1 | $484K | Sell |
8,292
-132
| -2% | -$7.7K | 0.01% | 765 |
|
|
2024
Q4 | $622K | Sell |
8,424
-216
| -3% | -$16K | 0.01% | 670 |
|
|
2024
Q3 | $592K | Sell |
8,640
-851
| -9% | -$58.3K | 0.02% | 646 |
|
|
2024
Q2 | $540K | Sell |
9,491
-146
| -2% | -$8.3K | 0.02% | 649 |
|
|
2024
Q1 | $547K | Sell |
9,637
-299
| -3% | -$17K | 0.02% | 663 |
|
|
2023
Q4 | $558K | Buy |
+9,936
| New | +$558K | 0.02% | 618 |
|