HCM
Hilton Capital Management’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
41,558
+3,939
| +10% | +$245K | 0.21% | 93 |
|
|
2025
Q1 | $2.2M | Buy |
37,619
+4,262
| +13% | +$249K | 0.19% | 90 |
|
|
2024
Q4 | $2.46M | Buy |
33,357
+9,940
| +42% | +$734K | 0.21% | 81 |
|
|
2024
Q3 | $1.6M | Buy |
+23,417
| New | +$1.6M | 0.12% | 106 |
|
|
2022
Q1 | – | Sell |
-3,644
| Closed | -$228K | – | 139 |
|
|
2021
Q4 | $228K | Buy |
3,644
+167
| +5% | +$10.4K | 0.02% | 103 |
|
|
2021
Q3 | $215K | Sell |
3,477
-548
| -14% | -$33.9K | 0.02% | 115 |
|
|
2021
Q2 | $229K | Buy |
4,025
+17
| +0.4% | +$967 | 0.02% | 108 |
|
|
2021
Q1 | $220K | Buy |
+4,008
| New | +$220K | 0.02% | 97 |
|
|
2019
Q4 | – | Sell |
-3,109
| Closed | -$102K | – | 224 |
|
|
2019
Q3 | $102K | Buy |
3,109
+570
| +22% | +$18.7K | 0.01% | 159 |
|
|
2019
Q2 | $89K | Buy |
2,539
+118
| +5% | +$4.14K | 0.01% | 169 |
|
|
2019
Q1 | $101K | Buy |
+2,421
| New | +$101K | 0.01% | 160 |
|