Citigroup’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $707K | Sell |
12,407
-32,315
| -72% | -$2.1M | ﹤0.01% | 3335 |
|
|
2025
Q4 | $3.07M | Sell |
44,722
-63,088
| -59% | -$4.21M | ﹤0.01% | 2363 |
|
|
2025
Q3 | $7.69M | Sell |
107,810
-19,034
| -15% | -$1.36M | 0.01% | 1673 |
|
|
2025
Q2 | $7.9M | Sell |
126,844
-369
| -0.3% | -$20.7K | 0.01% | 1549 |
|
|
2025
Q1 | $7.42M | Buy |
127,213
+27,895
| +28% | +$1.97M | 0.01% | 1590 |
|
|
2024
Q4 | $7.34M | Buy |
99,318
+12,105
| +14% | +$876K | 0.01% | 1620 |
|
|
2024
Q3 | $5.97M | Buy |
87,213
+37,375
| +75% | +$2.41M | 0.01% | 1704 |
|
|
2024
Q2 | $2.83M | Buy |
49,838
+7,167
| +17% | +$387K | ﹤0.01% | 2065 |
|
|
2024
Q1 | $2.42M | Buy |
42,671
+1,654
| +4% | +$90.3K | ﹤0.01% | 2285 |
|
|
2023
Q4 | $2.3M | Buy |
41,017
+12,464
| +44% | +$586K | ﹤0.01% | 2121 |
|
|
2023
Q3 | $1.29M | Sell |
28,553
-20,176
| -41% | -$949K | ﹤0.01% | 2308 |
|
|
2023
Q2 | $2.21M | Buy |
48,729
+45,968
| +1,665% | +$1.83M | ﹤0.01% | 2121 |
|
|
2023
Q1 | $106K | Sell |
2,761
-1,553
| -36% | -$66.7K | ﹤0.01% | 3994 |
|
|
2022
Q4 | $166K | Sell |
4,314
-594
| -12% | -$24.1K | ﹤0.01% | 3810 |
|
|
2022
Q3 | $166K | Sell |
4,908
-2,431
| -33% | -$102K | ﹤0.01% | 3859 |
|
|
2022
Q2 | $289K | Sell |
7,339
-11,486
| -61% | -$501K | ﹤0.01% | 3627 |
|
|
2022
Q1 | $884K | Sell |
18,825
-32,075
| -63% | -$1.67M | ﹤0.01% | 3079 |
|
|
2021
Q4 | $3.18M | Buy |
50,900
+32,249
| +173% | +$2.16M | ﹤0.01% | 2215 |
|
|
2021
Q3 | $1.15M | Sell |
18,651
-4,994
| -21% | -$299K | ﹤0.01% | 2981 |
|
|
2021
Q2 | $1.34M | Buy |
23,645
+199
| +0.8% | +$10.8K | ﹤0.01% | 2989 |
|
|
2021
Q1 | $1.29M | Sell |
23,446
-6,820
| -23% | -$366K | ﹤0.01% | 2798 |
|
|
2020
Q4 | $1.42M | Buy |
30,266
+9,400
| +45% | +$378K | ﹤0.01% | 3201 |
|
|
2020
Q3 | $733K | Sell |
20,866
-6,884
| -25% | -$218K | ﹤0.01% | 3545 |
|
|
2020
Q2 | $865K | Buy |
27,750
+3,333
| +14% | +$105K | ﹤0.01% | 3709 |
|
|
2020
Q1 | $686K | Buy |
24,417
+5,774
| +31% | +$189K | ﹤0.01% | 3566 |
|
|
2019
Q4 | $595K | Sell |
18,643
-8,908
| -32% | -$292K | ﹤0.01% | 4265 |
|
|
2019
Q3 | $905K | Buy |
27,551
+2,880
| +12% | +$97.7K | ﹤0.01% | 3748 |
|
|
2019
Q2 | $862K | Buy |
24,671
+8,677
| +54% | +$314K | ﹤0.01% | 3812 |
|
|
2019
Q1 | $666K | Sell |
15,994
-4,435
| -22% | -$190K | ﹤0.01% | 3869 |
|
|
2018
Q4 | $702K | Buy |
20,429
+4,065
| +25% | +$173K | ﹤0.01% | 3755 |
|
|
2018
Q3 | $896K | Buy |
16,364
+5,757
| +54% | +$338K | ﹤0.01% | 3617 |
|
|
2018
Q2 | $622K | Buy |
10,607
+6,767
| +176% | +$389K | ﹤0.01% | 3862 |
|
|
2018
Q1 | $195K | Sell |
3,840
-13,945
| -78% | -$715K | ﹤0.01% | 4992 |
|
|
2017
Q4 | $862K | Buy |
17,785
+14,191
| +395% | +$641K | ﹤0.01% | 3489 |
|
|
2017
Q3 | $155K | Buy |
3,594
+2,638
| +276% | +$106K | ﹤0.01% | 5203 |
|
|
2017
Q2 | $37K | Sell |
956
-31
| -3% | -$1.16K | ﹤0.01% | 5983 |
|
|
2017
Q1 | $38K | Sell |
987
-26,480
| -96% | -$959K | ﹤0.01% | 5886 |
|
|
2016
Q4 | $931K | Buy |
27,467
+24,709
| +896% | +$698K | ﹤0.01% | 3778 |
|
|
2016
Q3 | $74K | Buy |
2,758
+2,642
| +2,278% | +$67.9K | ﹤0.01% | 5410 |
|
|
2016
Q2 | $3K | Sell |
116
-12,199
| -99% | -$326K | ﹤0.01% | 6872 |
|
|
2016
Q1 | $348K | Buy |
12,315
+9,947
| +420% | +$255K | ﹤0.01% | 4542 |
|
|
2015
Q4 | $69K | Buy |
2,368
+2,341
| +8,670% | +$67K | ﹤0.01% | 5677 |
|
|
2015
Q3 | $1K | Sell |
27
-3,848
| -99% | -$109K | ﹤0.01% | 7177 |
|
|
2015
Q2 | $111K | Sell |
3,875
-2,256
| -37% | -$65.9K | ﹤0.01% | 4910 |
|
|
2015
Q1 | $185K | Buy |
6,131
+1,832
| +43% | +$57.8K | ﹤0.01% | 4596 |
|
|
2014
Q4 | $150K | Buy |
4,299
+3,640
| +552% | +$120K | ﹤0.01% | 4918 |
|
|
2014
Q3 | $23K | Buy |
659
+597
| +963% | +$20.2K | ﹤0.01% | 5823 |
|
|
2014
Q2 | $2K | Buy |
+62
| New | +$1.88K | ﹤0.01% | 6758 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
