Blue Trust Inc’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 | $22.3K | Buy |
+358
| New | +$22.3K | ﹤0.01% | 1647 |
|
|
2025
Q1 | – | Sell |
-203
| Closed | -$15K | – | 2527 |
|
|
2024
Q4 | $15K | Sell |
203
-878
| -81% | -$64.9K | ﹤0.01% | 1696 |
|
|
2024
Q3 | $61.5K | Buy |
1,081
+712
| +193% | +$40.5K | ﹤0.01% | 1471 |
|
|
2024
Q2 | $20.9K | Buy |
369
+367
| +18,350% | +$20.8K | ﹤0.01% | 1638 |
|
|
2024
Q1 | $114 | Sell |
2
-127
| -98% | -$7.24K | ﹤0.01% | 2111 |
|
|
2023
Q4 | $6K | Buy |
+129
| New | +$6K | ﹤0.01% | 1770 |
|
|
2023
Q3 | – | Sell |
-29
| Closed | -$1K | – | 2189 |
|
|
2023
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1879 |
|