Empowered Funds’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 | $3.16M | Buy |
50,737
+7,909
| +18% | +$493K | 0.04% | 615 |
|
|
2025
Q1 | $2.5M | Buy |
42,828
+11,692
| +38% | +$682K | 0.04% | 633 |
|
|
2024
Q4 | $2.3M | Buy |
31,136
+622
| +2% | +$46K | 0.03% | 678 |
|
|
2024
Q3 | $2.09M | Buy |
30,514
+1,706
| +6% | +$117K | 0.03% | 661 |
|
|
2024
Q2 | $1.64M | Buy |
28,808
+2,660
| +10% | +$151K | 0.03% | 677 |
|
|
2024
Q1 | $1.48M | Buy |
26,148
+623
| +2% | +$35.4K | 0.03% | 710 |
|
|
2023
Q4 | $1.43M | Buy |
+25,525
| New | +$1.43M | 0.04% | 636 |
|
|
2018
Q4 | – | Sell |
-28,288
| Closed | -$1.57M | – | 104 |
|
|
2018
Q3 | $1.57M | Buy |
28,288
+1,916
| +7% | +$106K | 0.46% | 82 |
|
|
2018
Q2 | $1.56M | Buy |
+26,372
| New | +$1.56M | 0.49% | 62 |
|
|
2018
Q1 | – | Sell |
-19,991
| Closed | -$970K | – | 107 |
|
|
2017
Q4 | $970K | Buy |
+19,991
| New | +$970K | 0.49% | 57 |
|