Deutsche Bank’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 | $16.8M | Sell |
269,375
-24,033
| -8% | -$1.5M | 0.01% | 875 |
|
|
2025
Q1 | $17.1M | Buy |
293,408
+37,964
| +15% | +$2.22M | 0.01% | 858 |
|
|
2024
Q4 | $18.9M | Buy |
255,444
+70,300
| +38% | +$5.19M | 0.01% | 843 |
|
|
2024
Q3 | $12.7M | Sell |
185,144
-9,669
| -5% | -$662K | 0.01% | 948 |
|
|
2024
Q2 | $11.1M | Buy |
194,813
+16,996
| +10% | +$966K | 0.01% | 970 |
|
|
2024
Q1 | $10.1M | Buy |
177,817
+1,469
| +0.8% | +$83.4K | ﹤0.01% | 1005 |
|
|
2023
Q4 | $9.9M | Buy |
176,348
+25
| +0% | +$1.4K | 0.01% | 996 |
|
|
2023
Q3 | $7.96M | Buy |
176,323
+2,579
| +1% | +$116K | 0.01% | 912 |
|
|
2023
Q2 | $7.88M | Sell |
173,744
-13,930
| -7% | -$632K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $7.21M | Buy |
187,674
+11,942
| +7% | +$459K | ﹤0.01% | 1086 |
|
|
2022
Q4 | $6.74M | Buy |
175,732
+3,414
| +2% | +$131K | ﹤0.01% | 1110 |
|
|
2022
Q3 | $5.83M | Sell |
172,318
-6,904
| -4% | -$233K | ﹤0.01% | 1157 |
|
|
2022
Q2 | $7.05M | Sell |
179,222
-1,865
| -1% | -$73.4K | ﹤0.01% | 1142 |
|
|
2022
Q1 | $8.5M | Sell |
181,087
-45,729
| -20% | -$2.15M | ﹤0.01% | 1158 |
|
|
2021
Q4 | $14.2M | Buy |
226,816
+21,537
| +10% | +$1.35M | 0.01% | 974 |
|
|
2021
Q3 | $12.7M | Sell |
205,279
-6,404
| -3% | -$396K | 0.01% | 1054 |
|
|
2021
Q2 | $12M | Buy |
211,683
+8,691
| +4% | +$494K | 0.01% | 1096 |
|
|
2021
Q1 | $11.1M | Sell |
202,992
-4,206
| -2% | -$231K | 0.01% | 1140 |
|
|
2020
Q4 | $9.69M | Buy |
207,198
+10,955
| +6% | +$512K | 0.01% | 1050 |
|
|
2020
Q3 | $6.9M | Buy |
196,243
+12,167
| +7% | +$428K | ﹤0.01% | 1118 |
|
|
2020
Q2 | $5.74M | Sell |
184,076
-17,900
| -9% | -$558K | ﹤0.01% | 1227 |
|
|
2020
Q1 | $5.68M | Buy |
201,976
+50,263
| +33% | +$1.41M | 0.01% | 1183 |
|
|
2019
Q4 | $4.84M | Buy |
151,713
+26,595
| +21% | +$849K | ﹤0.01% | 1468 |
|
|
2019
Q3 | $4.11M | Sell |
125,118
-6,962
| -5% | -$229K | ﹤0.01% | 1495 |
|
|
2019
Q2 | $4.61M | Sell |
132,080
-43,812
| -25% | -$1.53M | ﹤0.01% | 1862 |
|
|
2019
Q1 | $7.32M | Sell |
175,892
-72,463
| -29% | -$3.01M | ﹤0.01% | 1581 |
|
|
2018
Q4 | $8.54M | Sell |
248,355
-90,449
| -27% | -$3.11M | 0.01% | 1413 |
|
|
2018
Q3 | $18.6M | Buy |
338,804
+22,362
| +7% | +$1.23M | 0.01% | 1178 |
|
|
2018
Q2 | $18.6M | Buy |
316,442
+31,443
| +11% | +$1.84M | 0.01% | 1231 |
|
|
2018
Q1 | $14.5M | Buy |
284,999
+43,965
| +18% | +$2.24M | 0.01% | 1332 |
|
|
2017
Q4 | $11.7M | Buy |
241,034
+22,306
| +10% | +$1.08M | 0.01% | 1372 |
|
|
2017
Q3 | $9.41M | Buy |
218,728
+122,910
| +128% | +$5.29M | 0.01% | 1485 |
|
|
2017
Q2 | $3.72M | Sell |
95,818
-79,622
| -45% | -$3.09M | ﹤0.01% | 2120 |
|
|
2017
Q1 | $6.75M | Buy |
175,440
+45,217
| +35% | +$1.74M | 0.01% | 1503 |
|
|
2016
Q4 | $4.41M | Sell |
130,223
-14,410
| -10% | -$488K | ﹤0.01% | 1731 |
|
|
2016
Q3 | $3.89M | Buy |
144,633
+7,896
| +6% | +$212K | ﹤0.01% | 1908 |
|
|
2016
Q2 | $3.08M | Buy |
136,737
+54,189
| +66% | +$1.22M | ﹤0.01% | 2084 |
|
|
2016
Q1 | $2.33M | Sell |
82,548
-70,920
| -46% | -$2M | ﹤0.01% | 2264 |
|
|
2015
Q4 | $4.48M | Buy |
153,468
+3,151
| +2% | +$91.9K | ﹤0.01% | 1859 |
|
|
2015
Q3 | $3.95M | Sell |
150,317
-32,528
| -18% | -$854K | ﹤0.01% | 1966 |
|
|
2015
Q2 | $5.25M | Buy |
182,845
+94,224
| +106% | +$2.7M | ﹤0.01% | 1757 |
|
|
2015
Q1 | $2.67M | Buy |
88,621
+82,304
| +1,303% | +$2.48M | ﹤0.01% | 2213 |
|
|
2014
Q4 | $220K | Buy |
6,317
+6,250
| +9,328% | +$218K | ﹤0.01% | 4033 |
|
|
2014
Q3 | $2K | Buy |
67
+25
| +60% | +$746 | ﹤0.01% | 4995 |
|
|
2014
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 5150 |
|