Northwestern Mutual 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 | $5.8K | Buy |
93
+68
| +272% | +$4.24K | ﹤0.01% | 2963 |
|
|
2025
Q1 | $1.46K | Hold |
25
| – | – | ﹤0.01% | 3220 |
|
|
2024
Q4 | $1.85K | Hold |
25
| – | – | ﹤0.01% | 3193 |
|
|
2024
Q3 | $1.71K | Buy |
+25
| New | +$1.71K | ﹤0.01% | 3151 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$451 | – | 3589 |
|
|
2023
Q3 | $451 | Sell |
10
-4
| -29% | -$180 | ﹤0.01% | 3128 |
|
|
2023
Q2 | $635 | Buy |
+14
| New | +$635 | ﹤0.01% | 3154 |
|
|
2022
Q3 | – | Sell |
-201
| Closed | -$8K | – | 3275 |
|
|
2022
Q2 | $8K | Sell |
201
-14
| -7% | -$557 | ﹤0.01% | 2596 |
|
|
2022
Q1 | $10K | Sell |
215
-61
| -22% | -$2.84K | ﹤0.01% | 2539 |
|
|
2021
Q4 | $17K | Buy |
+276
| New | +$17K | ﹤0.01% | 2399 |
|
|
2021
Q3 | – | Sell |
-96
| Closed | -$5K | – | 3132 |
|
|
2021
Q2 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 2648 |
|
|
2021
Q1 | – | Sell |
-8,407
| Closed | -$393K | – | 2898 |
|
|
2020
Q4 | $393K | Buy |
8,407
+18
| +0.2% | +$841 | ﹤0.01% | 909 |
|
|
2020
Q3 | $295K | Buy |
8,389
+5,502
| +191% | +$193K | ﹤0.01% | 909 |
|
|
2020
Q2 | $90K | Buy |
+2,887
| New | +$90K | ﹤0.01% | 1250 |
|
|
2019
Q4 | – | Sell |
-19
| Closed | -$1K | – | 2523 |
|
|
2019
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2367 |
|