MML Investors Services’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 | $518K | Buy |
8,307
+462
| +6% | +$28.8K | ﹤0.01% | 2073 |
|
|
2025
Q1 | $458K | Buy |
7,845
+1,017
| +15% | +$59.4K | ﹤0.01% | 2036 |
|
|
2024
Q4 | $504K | Sell |
6,828
-851
| -11% | -$62.8K | ﹤0.01% | 1915 |
|
|
2024
Q3 | $526K | Buy |
7,679
+921
| +14% | +$63.1K | ﹤0.01% | 1825 |
|
|
2024
Q2 | $384K | Sell |
6,758
-1,245
| -16% | -$70.7K | ﹤0.01% | 1936 |
|
|
2024
Q1 | $454K | Buy |
8,003
+416
| +5% | +$23.6K | ﹤0.01% | 1846 |
|
|
2023
Q4 | $426K | Buy |
7,587
+769
| +11% | +$43.2K | ﹤0.01% | 1840 |
|
|
2023
Q3 | $308K | Sell |
6,818
-646
| -9% | -$29.2K | ﹤0.01% | 1906 |
|
|
2023
Q2 | $338K | Buy |
7,464
+461
| +7% | +$20.9K | ﹤0.01% | 1870 |
|
|
2023
Q1 | $269K | Sell |
7,003
-208
| -3% | -$7.99K | ﹤0.01% | 1741 |
|
|
2022
Q4 | $277K | Buy |
7,211
+336
| +5% | +$12.9K | ﹤0.01% | 1830 |
|
|
2022
Q3 | $232K | Buy |
6,875
+172
| +3% | +$5.8K | ﹤0.01% | 1839 |
|
|
2022
Q2 | $264K | Buy |
6,703
+767
| +13% | +$30.2K | ﹤0.01% | 1746 |
|
|
2022
Q1 | $279K | Sell |
5,936
-38
| -0.6% | -$1.79K | ﹤0.01% | 1773 |
|
|
2021
Q4 | $373K | Buy |
5,974
+210
| +4% | +$13.1K | ﹤0.01% | 1570 |
|
|
2021
Q3 | $357K | Buy |
5,764
+1,123
| +24% | +$69.6K | ﹤0.01% | 1546 |
|
|
2021
Q2 | $264K | Sell |
4,641
-71
| -2% | -$4.04K | ﹤0.01% | 1679 |
|
|
2021
Q1 | $259K | Sell |
4,712
-438
| -9% | -$24.1K | ﹤0.01% | 1590 |
|
|
2020
Q4 | $241K | Buy |
+5,150
| New | +$241K | ﹤0.01% | 1508 |
|