NewEdge Wealth’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 | $3.14M | Sell |
45,241
-2,599
| -5% | -$181K | 0.05% | 285 |
|
|
2025
Q1 | $2.79M | Sell |
47,840
-1,901
| -4% | -$111K | 0.05% | 282 |
|
|
2024
Q4 | $3.67M | Sell |
49,741
-8,819
| -15% | -$652K | 0.06% | 239 |
|
|
2024
Q3 | $4.01M | Buy |
58,560
+8,737
| +18% | +$599K | 0.07% | 226 |
|
|
2024
Q2 | $2.83M | Sell |
49,823
-1,049
| -2% | -$59.6K | 0.06% | 259 |
|
|
2024
Q1 | $2.64M | Buy |
50,872
+723
| +1% | +$37.5K | 0.06% | 277 |
|
|
2023
Q4 | $2.81M | Sell |
50,149
-1,142
| -2% | -$64.1K | 0.07% | 238 |
|
|
2023
Q3 | $2.31M | Sell |
51,291
-466
| -0.9% | -$21K | 0.07% | 225 |
|
|
2023
Q2 | $2.35M | Sell |
51,757
-190
| -0.4% | -$8.62K | 0.08% | 223 |
|
|
2023
Q1 | $2M | Sell |
51,947
-2,905
| -5% | -$112K | 0.08% | 224 |
|
|
2022
Q4 | $2.1M | Buy |
54,852
+975
| +2% | +$37.4K | 0.09% | 202 |
|
|
2022
Q3 | $1.82M | Buy |
53,877
+13,430
| +33% | +$454K | 0.09% | 201 |
|
|
2022
Q2 | $1.59M | Buy |
40,447
+15,387
| +61% | +$606K | 0.07% | 218 |
|
|
2022
Q1 | $1.18M | Buy |
25,060
+215
| +0.9% | +$10.1K | 0.05% | 207 |
|
|
2021
Q4 | $1.55M | Buy |
24,845
+907
| +4% | +$56.7K | 0.07% | 193 |
|
|
2021
Q3 | $1.48M | Buy |
23,938
+313
| +1% | +$19.4K | 0.09% | 154 |
|
|
2021
Q2 | $1.34M | Buy |
23,625
+3,074
| +15% | +$175K | 0.1% | 151 |
|
|
2021
Q1 | $1.13M | Buy |
20,551
+6,714
| +49% | +$369K | 0.11% | 145 |
|
|
2020
Q4 | $647K | Buy |
+13,837
| New | +$647K | 0.2% | 104 |
|