Palisades Investment Partners’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	$4.74M	Sell	76,002 -728	-0.9%	-$45.4K	2.07%	20
2025 Q1	$4.48M	Buy	76,730 +204	+0.3%	+$11.9K	2.25%	18
2024 Q4	$5.65M	Buy	76,526 +6,511	+9%	+$481K	2.39%	16
2024 Q3	$4.8M	Buy	70,015 +4,147	+6%	+$284K	2.09%	17
2024 Q2	$3.75M	Buy	+65,868	New	+$3.75M	1.85%	19