Pictet Asset 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 | $594K | Sell |
9,527
-857
| -8% | -$53.4K | ﹤0.01% | 1285 |
|
|
2025
Q1 | $606K | Buy |
10,384
+481
| +5% | +$28.1K | ﹤0.01% | 1268 |
|
|
2024
Q4 | $732K | Sell |
9,903
-193
| -2% | -$14.3K | ﹤0.01% | 1229 |
|
|
2024
Q3 | $692K | Buy |
10,096
+815
| +9% | +$55.8K | ﹤0.01% | 1205 |
|
|
2024
Q2 | $528K | Sell |
9,281
-152
| -2% | -$8.64K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $536K | Buy |
9,433
+1,809
| +24% | +$103K | ﹤0.01% | 1276 |
|
|
2023
Q4 | $428K | Hold |
7,624
| – | – | ﹤0.01% | 1351 |
|
|
2023
Q3 | $344K | Buy |
+7,624
| New | +$344K | ﹤0.01% | 1400 |
|