Franklin Resources’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 | $269K | Sell |
4,315
-2,579
| -37% | -$161K | ﹤0.01% | 2592 |
|
|
2025
Q1 | $402K | Buy |
6,894
+22
| +0.3% | +$1.28K | ﹤0.01% | 2340 |
|
|
2024
Q4 | $508K | Buy |
6,872
+2,959
| +76% | +$219K | ﹤0.01% | 2275 |
|
|
2024
Q3 | $273K | Buy |
3,913
+35
| +0.9% | +$2.44K | ﹤0.01% | 2516 |
|
|
2024
Q2 | $221K | Hold |
3,878
| – | – | ﹤0.01% | 2536 |
|
|
2024
Q1 | $220K | Sell |
3,878
-159
| -4% | -$9.03K | ﹤0.01% | 2559 |
|
|
2023
Q4 | $227K | Buy |
+4,037
| New | +$227K | ﹤0.01% | 2296 |
|
|
2022
Q3 | – | Sell |
-9,259
| Closed | -$364K | – | 2358 |
|
|
2022
Q2 | $364K | Sell |
9,259
-5,153
| -36% | -$203K | ﹤0.01% | 1807 |
|
|
2022
Q1 | $677K | Buy |
+14,412
| New | +$677K | ﹤0.01% | 1734 |
|