Naples Global Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $686K | Sell |
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|
2025
Q2 | $603K | Hold |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $751K | Hold |
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|
2024
Q3 | $697K | Hold |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $494K | Sell |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $609K | Buy |
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|
2019
Q2 | $634K | Buy |
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|
2019
Q1 | $663K | Buy |
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|
2018
Q4 | $470K | Buy |
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