Mitsubishi UFJ Trust & Banking’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 |
-14,415
| Closed | -$841K | – | 1091 |
|
|
2025
Q1 | $841K | Buy |
+14,415
| New | +$841K | ﹤0.01% | 893 |
|
|
2023
Q3 | – | Sell |
-495
| Closed | -$22.4K | – | 1173 |
|
|
2023
Q2 | $22.4K | Sell |
495
-6,069
| -92% | -$275K | ﹤0.01% | 1113 |
|
|
2023
Q1 | $252K | Buy |
6,564
+489
| +8% | +$18.8K | ﹤0.01% | 1019 |
|
|
2022
Q4 | $233K | Buy |
6,075
+5,492
| +942% | +$211K | ﹤0.01% | 1048 |
|
|
2022
Q3 | $20K | Buy |
+583
| New | +$20K | ﹤0.01% | 1164 |
|
|
2021
Q1 | – | Sell |
-727
| Closed | -$34K | – | 1322 |
|
|
2020
Q4 | $34K | Sell |
727
-3,600
| -83% | -$168K | ﹤0.01% | 1339 |
|
|
2020
Q3 | $152K | Hold |
4,327
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q2 | $135K | Hold |
4,327
| – | – | ﹤0.01% | 1199 |
|
|
2020
Q1 | $122K | Hold |
4,327
| – | – | ﹤0.01% | 1204 |
|
|
2019
Q4 | $138K | Buy |
4,327
+3,300
| +321% | +$105K | ﹤0.01% | 1248 |
|
|
2019
Q3 | $34K | Buy |
+1,027
| New | +$34K | ﹤0.01% | 1307 |
|