NewEdge Advisors’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 | $12.3K | Hold |
198
| – | – | ﹤0.01% | 3128 |
|
|
2025
Q1 | $11.6K | Hold |
198
| – | – | ﹤0.01% | 3044 |
|
|
2024
Q4 | $14.6K | Hold |
198
| – | – | ﹤0.01% | 2903 |
|
|
2024
Q3 | $13.6K | Hold |
198
| – | – | ﹤0.01% | 2849 |
|
|
2024
Q2 | $11.3K | Sell |
198
-78
| -28% | -$4.44K | ﹤0.01% | 2822 |
|
|
2024
Q1 | $15.7K | Buy |
276
+1
| +0.4% | +$57 | ﹤0.01% | 2709 |
|
|
2023
Q4 | $15.4K | Buy |
275
+77
| +39% | +$4.32K | ﹤0.01% | 2678 |
|
|
2023
Q3 | $8.94K | Hold |
198
| – | – | ﹤0.01% | 2606 |
|
|
2023
Q2 | $8.98K | Hold |
198
| – | – | ﹤0.01% | 2633 |
|
|
2023
Q1 | $7.61K | Sell |
198
-75
| -27% | -$2.88K | ﹤0.01% | 2652 |
|
|
2022
Q4 | $644 | Buy |
+273
| New | +$644 | ﹤0.01% | 3130 |
|
|
2022
Q2 | – | Sell |
-11,169
| Closed | -$524K | – | 1595 |
|
|
2022
Q1 | $524K | Buy |
11,169
+1,020
| +10% | +$47.9K | 0.01% | 832 |
|
|
2021
Q4 | $634K | Sell |
10,149
-955
| -9% | -$59.7K | 0.01% | 961 |
|
|
2021
Q3 | $687K | Buy |
11,104
+1,384
| +14% | +$85.6K | 0.02% | 658 |
|
|
2021
Q2 | $553K | Buy |
+9,720
| New | +$553K | 0.01% | 716 |
|