Bessemer Group’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 | $13K | Buy |
205
+28
| +16% | +$1.78K | ﹤0.01% | 1714 |
|
2025
Q1 | $10K | Sell |
177
-34
| -16% | -$1.92K | ﹤0.01% | 1777 |
|
2024
Q4 | $16K | Buy |
211
+86
| +69% | +$6.52K | ﹤0.01% | 1594 |
|
2024
Q3 | $9K | Buy |
125
+70
| +127% | +$5.04K | ﹤0.01% | 1712 |
|
2024
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 1861 |
|
2024
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 1866 |
|
2023
Q4 | $3K | Sell |
55
-2
| -4% | -$109 | ﹤0.01% | 1931 |
|
2023
Q3 | $3K | Sell |
57
-1,752
| -97% | -$92.2K | ﹤0.01% | 1880 |
|
2023
Q2 | $82K | Buy |
1,809
+430
| +31% | +$19.5K | ﹤0.01% | 1277 |
|
2023
Q1 | $53K | Buy |
+1,379
| New | +$53K | ﹤0.01% | 1209 |
|
2021
Q3 | – | Sell |
-683
| Closed | -$39K | – | 1729 |
|
2021
Q2 | $39K | Hold |
683
| – | – | ﹤0.01% | 1114 |
|
2021
Q1 | $37K | Buy |
+683
| New | +$37K | ﹤0.01% | 1067 |
|
2018
Q2 | – | Sell |
-96
| Closed | -$5K | – | 1751 |
|
2018
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 1549 |
|
2017
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 1563 |
|
2017
Q3 | $4K | Sell |
96
-19
| -17% | -$792 | ﹤0.01% | 1684 |
|
2017
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 1698 |
|
2017
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 1633 |
|
2016
Q4 | $4K | Sell |
115
-21,900
| -99% | -$762K | ﹤0.01% | 1781 |
|
2016
Q3 | $592K | Buy |
22,015
+21,900
| +19,043% | +$589K | ﹤0.01% | 730 |
|
2016
Q2 | $3K | Sell |
115
-3
| -3% | -$78 | ﹤0.01% | 1227 |
|
2016
Q1 | $3K | Sell |
118
-34
| -22% | -$864 | ﹤0.01% | 1334 |
|
2015
Q4 | $4K | Buy |
152
+101
| +198% | +$2.66K | ﹤0.01% | 1415 |
|
2015
Q3 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1544 |
|