CIBC World Markets’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
$571K Sell
9,163
-6,519
-42% -$406K ﹤0.01% 752
2025
Q1
$915K Buy
15,682
+9,069
+137% +$529K 0.01% 722
2024
Q4
$489K Buy
+6,613
New +$489K ﹤0.01% 735