InceptionR’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 | – | Sell |
-7,568
| Closed | -$442K | – | 773 |
|
|
2025
Q1 | $442K | Buy |
+7,568
| New | +$442K | 0.13% | 302 |
|
|
2024
Q3 | – | Sell |
-8,112
| Closed | -$461K | – | 784 |
|
|
2024
Q2 | $461K | Buy |
8,112
+1,551
| +24% | +$88.2K | 0.13% | 301 |
|
|
2024
Q1 | $372K | Buy |
+6,561
| New | +$372K | 0.1% | 367 |
|