Edgestream Partners’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 | $647K | Sell |
10,374
-115,852
| -92% | -$7.22M | 0.02% | 704 |
|
|
2025
Q1 | $7.37M | Buy |
126,226
+88,543
| +235% | +$5.17M | 0.25% | 110 |
|
|
2024
Q4 | $2.78M | Buy |
+37,683
| New | +$2.78M | 0.12% | 323 |
|
|
2024
Q3 | – | Sell |
-8,428
| Closed | -$479K | – | 981 |
|
|
2024
Q2 | $479K | Sell |
8,428
-4,232
| -33% | -$241K | 0.02% | 676 |
|
|
2024
Q1 | $719K | Buy |
+12,660
| New | +$719K | 0.04% | 578 |
|