Capital Management’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 | $15.3M | Buy |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $12.4M | Sell |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $12.3M | Sell |
|
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|
2023
Q3 | $10.4M | Sell |
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|
2023
Q2 | $12.4M | Sell |
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $14.8M | Buy |
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|
2022
Q3 | $12.1M | Sell |
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|
2022
Q2 | $17.3M | Buy |
|
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|
2022
Q1 | $17.4M | Buy |
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | $16.8M | Sell |
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|
2021
Q2 | $16.4M | Buy |
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|
2021
Q1 | $11.6M | Buy |
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|
2020
Q4 | $9.43M | Sell |
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|
2020
Q3 | $7.23M | Buy |
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|
2020
Q2 | $4.31M | Sell |
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|
2020
Q1 | $5.57M | Buy |
|