Bank of Montreal’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
Q3 | $375K | Sell |
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|
2025
Q2 | $753K | Buy |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $647K | Buy |
|
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $188K | Sell |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $144K | Sell |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $19K | Sell |
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|
2019
Q4 | $191K | Buy |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q2 | $138K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Buy |
|