Envestnet Portfolio Solutions’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 | $305K | Sell |
4,889
-368
| -7% | -$22.9K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $307K | Sell |
5,257
-3,147
| -37% | -$184K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $621K | Buy |
8,404
+31
| +0.4% | +$2.29K | ﹤0.01% | 1127 |
|
|
2024
Q3 | $574K | Buy |
8,373
+3,892
| +87% | +$267K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $255K | Sell |
4,481
-4
| -0.1% | -$227 | ﹤0.01% | 1466 |
|
|
2024
Q1 | $255K | Sell |
4,485
-49
| -1% | -$2.78K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $255K | Sell |
4,534
-162
| -3% | -$9.09K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $212K | Buy |
+4,696
| New | +$212K | ﹤0.01% | 1411 |
|