HM Payson & Co’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.4K | Buy |
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|
2025
Q2 | $40K | Sell |
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|
2025
Q1 | $91.8K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $89.4K | Sell |
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|
2024
Q1 | $91K | Buy |
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|
2023
Q4 | $52.3K | Hold |
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|
2023
Q3 | $42K | Hold |
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|
2023
Q2 | $42.2K | Hold |
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|
2023
Q1 | $35.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $44K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $62K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $195K | Sell |
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|
2019
Q3 | $217K | Buy |
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|
2019
Q2 | $180K | Buy |
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