Pictet Asset Management (Switzerland)’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $313K | Hold |
6,893
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q1 | $265K | Sell |
6,893
-1,140
| -14% | -$43.8K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $308K | Buy |
+8,033
| New | +$308K | ﹤0.01% | 1480 |
|
|
2022
Q1 | – | Sell |
-3,642
| Closed | -$228K | – | 1711 |
|
|
2021
Q4 | $228K | Sell |
3,642
-758
| -17% | -$47.5K | ﹤0.01% | 1531 |
|
|
2021
Q3 | $272K | Buy |
+4,400
| New | +$272K | ﹤0.01% | 1448 |
|