First National Advisers’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 | $518K | Buy |
8,316
+491
| +6% | +$30.6K | 0.08% | 166 |
|
|
2025
Q1 | $457K | Buy |
+7,825
| New | +$457K | 0.07% | 167 |
|
|
2024
Q4 | – | Sell |
-7,051
| Closed | -$483K | – | 206 |
|
|
2024
Q3 | $483K | Buy |
7,051
+562
| +9% | +$38.5K | 0.08% | 160 |
|
|
2024
Q2 | $369K | Buy |
6,489
+589
| +10% | +$33.5K | 0.07% | 166 |
|
|
2024
Q1 | $335K | Buy |
+5,900
| New | +$335K | 0.08% | 166 |
|