Harvest Fund Management’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 | $1K | Sell |
20
-678
| -97% | -$33.9K | ﹤0.01% | 603 |
|
|
2025
Q1 | $41K | Sell |
698
-1,197
| -63% | -$70.3K | ﹤0.01% | 504 |
|
|
2024
Q4 | $140K | Hold |
1,895
| – | – | 0.01% | 502 |
|
|
2024
Q3 | $130K | Buy |
+1,895
| New | +$130K | 0.01% | 387 |
|
|
2022
Q1 | – | Sell |
-1,126
| Closed | -$70K | – | 769 |
|
|
2021
Q4 | $70K | Buy |
1,126
+842
| +296% | +$52.3K | 0.01% | 383 |
|
|
2021
Q3 | $17K | Buy |
+284
| New | +$17K | ﹤0.01% | 612 |
|