Commonwealth Equity Services’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 | $345K | Buy |
+5,538
| New | +$345K | ﹤0.01% | 3473 |
|
|
2025
Q1 | – | Sell |
-2,837
| Closed | -$210K | – | 4237 |
|
|
2024
Q4 | $210K | Buy |
+2,837
| New | +$210K | ﹤0.01% | 3722 |
|
|
2022
Q1 | – | Sell |
-3,252
| Closed | -$203K | – | 3765 |
|
|
2021
Q4 | $203K | Buy |
+3,252
| New | +$203K | ﹤0.01% | 3295 |
|