CIBC Private Wealth Group’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
Q4 | $17.8K | Buy |
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|
2025
Q3 | $71 | Sell |
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|
2025
Q2 | $561 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $29.7K | Buy |
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|
2024
Q3 | $17.9K | Hold |
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|
2024
Q2 | $15.1K | Sell |
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|
2024
Q1 | $25.9K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $6K | Buy |
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|
2017
Q4 | $5K | Buy |
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