&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 | $3.11M | Buy |
50,158
+4,323
| +9% | +$268K | 0.02% | 501 |
|
2025
Q1 | $2.65M | Buy |
45,835
+3,999
| +10% | +$232K | 0.03% | 445 |
|
2024
Q4 | $3.13M | Buy |
41,836
+29,042
| +227% | +$2.17M | 0.04% | 372 |
|
2024
Q3 | $877K | Buy |
12,794
+3,685
| +40% | +$252K | 0.02% | 617 |
|
2024
Q2 | $517K | Buy |
+9,109
| New | +$517K | 0.02% | 531 |
|