B. Metzler seel. Sohn & Co’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
Q2 | $2.7M | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $3.07M | Sell |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $3.61M | Hold |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.5M | Sell |
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|
2023
Q3 | $2.89M | Sell |
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|
2023
Q2 | $7.04M | Buy |
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|
2023
Q1 | $2.98M | Buy |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.47M | Hold |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.55M | Buy |
|