Covestor’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 | $196K | Buy |
3,150
+2,994
| +1,919% | +$186K | 0.12% | 195 |
|
|
2025
Q1 | $9K | Buy |
156
+153
| +5,100% | +$8.83K | 0.01% | 1564 |
|
|
2024
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2530 |
|
|
2024
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 2520 |
|
|
2024
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2539 |
|
|
2024
Q1 | $0 | Sell |
4
-1,425
| -100% | – | ﹤0.01% | 2543 |
|
|
2023
Q4 | $80K | Sell |
1,429
-483
| -25% | -$27K | 0.05% | 633 |
|
|
2023
Q3 | $86K | Sell |
1,912
-407
| -18% | -$18.3K | 0.06% | 506 |
|
|
2023
Q2 | $105K | Buy |
2,319
+201
| +9% | +$9.1K | 0.08% | 407 |
|
|
2023
Q1 | $81K | Sell |
2,118
-333
| -14% | -$12.7K | 0.07% | 493 |
|
|
2022
Q4 | $94K | Sell |
2,451
-898
| -27% | -$34.4K | 0.08% | 417 |
|
|
2022
Q3 | $113K | Buy |
3,349
+1,216
| +57% | +$41K | 0.1% | 297 |
|
|
2022
Q2 | $84K | Buy |
2,133
+594
| +39% | +$23.4K | 0.07% | 500 |
|
|
2022
Q1 | $72K | Buy |
1,539
+1,073
| +230% | +$50.2K | 0.05% | 681 |
|
|
2021
Q4 | $29K | Buy |
+466
| New | +$29K | 0.04% | 761 |
|