Integrated Wealth Concepts’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 | $354K | Buy |
5,682
+883
| +18% | +$55K | ﹤0.01% | 1473 |
|
|
2025
Q1 | $280K | Buy |
4,799
+432
| +10% | +$25.2K | ﹤0.01% | 1446 |
|
|
2024
Q4 | $323K | Sell |
4,367
-173
| -4% | -$12.8K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $311K | Buy |
4,540
+2
| +0% | +$137 | ﹤0.01% | 1315 |
|
|
2024
Q2 | $258K | Hold |
4,538
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q1 | $258K | Sell |
4,538
-17
| -0.4% | -$965 | ﹤0.01% | 1401 |
|
|
2023
Q4 | $256K | Sell |
4,555
-133
| -3% | -$7.47K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $212K | Sell |
4,688
-1
| -0% | -$45 | ﹤0.01% | 1383 |
|
|
2023
Q2 | $213K | Buy |
+4,689
| New | +$213K | ﹤0.01% | 1397 |
|