Equitable Holdings’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 | $254K | Sell |
4,080
-654
| -14% | -$40.8K | ﹤0.01% | 1263 |
|
|
2025
Q1 | $276K | Buy |
4,734
+134
| +3% | +$7.82K | ﹤0.01% | 1128 |
|
|
2024
Q4 | $340K | Hold |
4,600
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q3 | $315K | Hold |
4,600
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q2 | $262K | Hold |
4,600
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q1 | $261K | Buy |
+4,600
| New | +$261K | ﹤0.01% | 1002 |
|