EFG Asset Management’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 | $5.01M | Buy |
80,469
+8,282
| +11% | +$516K | 0.71% | 45 |
|
|
2025
Q1 | $4.21M | Sell |
72,187
-412
| -0.6% | -$24K | 0.7% | 39 |
|
|
2024
Q4 | $5.36M | Buy |
72,599
+45,945
| +172% | +$3.39M | 0.73% | 35 |
|
|
2024
Q3 | $1.83M | Sell |
26,654
-325
| -1% | -$22.3K | 0.31% | 143 |
|
|
2024
Q2 | $1.53M | Buy |
+26,979
| New | +$1.53M | 0.27% | 147 |
|