New England Research & 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	$958K	Buy	15,375 +250	+2%	+$15.6K	0.46%	76
2025 Q1	$883K	Sell	15,125 -100	-0.7%	-$5.84K	0.45%	72
2024 Q4	$1.13M	Buy	+15,225	New	+$1.13M	0.57%	59