Pathstone Holdings’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 | $2.21M | Sell |
35,443
-1,776
| -5% | -$111K | 0.01% | 940 |
|
|
2025
Q1 | $2.17M | Buy |
37,219
+746
| +2% | +$43.5K | 0.01% | 935 |
|
|
2024
Q4 | $2.69M | Sell |
36,473
-3,242
| -8% | -$240K | 0.01% | 822 |
|
|
2024
Q3 | $2.72M | Sell |
39,715
-7,409
| -16% | -$508K | 0.01% | 819 |
|
|
2024
Q2 | $2.68M | Buy |
47,124
+160
| +0.3% | +$9.1K | 0.01% | 786 |
|
|
2024
Q1 | $2.67M | Buy |
46,964
+32,768
| +231% | +$1.86M | 0.01% | 776 |
|
|
2023
Q4 | $797K | Buy |
+14,196
| New | +$797K | ﹤0.01% | 1198 |
|