Moran Wealth Management’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 | $2.36M | Buy |
+37,832
| New | +$2.36M | 0.07% | 270 |
|
|
2024
Q2 | – | Sell |
-59,482
| Closed | -$3.38M | – | 419 |
|
|
2024
Q1 | $3.38M | Buy |
59,482
+1,059
| +2% | +$60.1K | 0.11% | 210 |
|
|
2023
Q4 | $3.28M | Buy |
58,423
+1,447
| +3% | +$81.2K | 0.12% | 209 |
|
|
2023
Q3 | $2.57M | Buy |
56,976
+544
| +1% | +$24.6K | 0.1% | 199 |
|
|
2023
Q2 | $2.56M | Buy |
56,432
+1,654
| +3% | +$75K | 0.1% | 203 |
|
|
2023
Q1 | $2.11M | Buy |
54,778
+21,525
| +65% | +$827K | 0.08% | 216 |
|
|
2022
Q4 | $1.28M | Buy |
+33,253
| New | +$1.28M | 0.05% | 240 |
|