Jones Financial Companies’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 | $89K | Buy |
1,414
+442
| +45% | +$27.8K | ﹤0.01% | 1981 |
|
|
2025
Q1 | $56.3K | Buy |
972
+150
| +18% | +$8.69K | ﹤0.01% | 2013 |
|
|
2024
Q4 | $60.7K | Buy |
822
+491
| +148% | +$36.3K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $22.8K | Buy |
331
+142
| +75% | +$9.78K | ﹤0.01% | 1915 |
|
|
2024
Q2 | $10.7K | Buy |
+189
| New | +$10.7K | ﹤0.01% | 1740 |
|
|
2022
Q1 | – | Sell |
-309
| Closed | -$19K | – | 785 |
|
|
2021
Q4 | $19K | Hold |
309
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $19K | Hold |
309
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $18K | Hold |
309
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $17K | Buy |
+309
| New | +$17K | ﹤0.01% | 474 |
|