First Horizon Advisors’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 | $59.8K | Sell |
959
-40
| -4% | -$2.49K | ﹤0.01% | 911 |
|
|
2025
Q1 | $58.3K | Hold |
999
| – | – | ﹤0.01% | 870 |
|
|
2024
Q4 | $73.8K | Sell |
999
-100
| -9% | -$7.39K | ﹤0.01% | 800 |
|
|
2024
Q3 | $75.3K | Hold |
1,099
| – | – | ﹤0.01% | 822 |
|
|
2024
Q2 | $62.5K | Hold |
1,099
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $62.4K | Hold |
1,099
| – | – | ﹤0.01% | 853 |
|
|
2023
Q4 | $61.7K | Hold |
1,099
| – | – | ﹤0.01% | 833 |
|
|
2023
Q3 | $49.6K | Hold |
1,099
| – | – | ﹤0.01% | 861 |
|
|
2023
Q2 | $49.8K | Hold |
1,099
| – | – | ﹤0.01% | 883 |
|
|
2023
Q1 | $42.2K | Hold |
1,099
| – | – | ﹤0.01% | 962 |
|
|
2022
Q4 | $42.2K | Buy |
1,099
+50
| +5% | +$1.92K | ﹤0.01% | 925 |
|
|
2022
Q3 | $35K | Hold |
1,049
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $40K | Buy |
+1,049
| New | +$40K | ﹤0.01% | 1013 |
|
|
2022
Q1 | – | Sell |
-1,024
| Closed | -$63K | – | 2058 |
|
|
2021
Q4 | $63K | Buy |
1,024
+101
| +11% | +$6.21K | ﹤0.01% | 835 |
|
|
2021
Q3 | $56K | Hold |
923
| – | – | ﹤0.01% | 853 |
|
|
2021
Q2 | $51K | Hold |
923
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $50K | Buy |
923
+57
| +7% | +$3.09K | ﹤0.01% | 743 |
|
|
2020
Q4 | $40K | Sell |
866
-52
| -6% | -$2.4K | ﹤0.01% | 681 |
|
|
2020
Q3 | $32K | Buy |
918
+52
| +6% | +$1.81K | ﹤0.01% | 670 |
|
|
2020
Q2 | $26K | Hold |
866
| – | – | ﹤0.01% | 708 |
|
|
2020
Q1 | $24K | Buy |
866
+486
| +128% | +$13.5K | ﹤0.01% | 665 |
|
|
2019
Q4 | $12K | Buy |
+380
| New | +$12K | ﹤0.01% | 1022 |
|
|
2019
Q3 | – | Sell |
-272
| Closed | -$9K | – | 1606 |
|
|
2019
Q2 | $9K | Buy |
272
+3
| +1% | +$99 | ﹤0.01% | 1113 |
|
|
2019
Q1 | $11K | Buy |
269
+11
| +4% | +$450 | ﹤0.01% | 1021 |
|
|
2018
Q4 | $8K | Buy |
258
+93
| +56% | +$2.88K | ﹤0.01% | 1092 |
|
|
2018
Q3 | $9K | Buy |
165
+5
| +3% | +$273 | ﹤0.01% | 1149 |
|
|
2018
Q2 | $9K | Buy |
+160
| New | +$9K | ﹤0.01% | 1155 |
|