Pier Capital’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 | $9.35M | Sell |
150,078
-7,601
| -5% | -$474K | 1.43% | 15 |
|
|
2025
Q1 | $9.2M | Buy |
157,679
+49,938
| +46% | +$2.91M | 1.54% | 14 |
|
|
2024
Q4 | $7.96M | Sell |
107,741
-11,248
| -9% | -$831K | 1.14% | 46 |
|
|
2024
Q3 | $8.15M | Buy |
+118,989
| New | +$8.15M | 1.15% | 36 |
|
|
2022
Q1 | – | Sell |
-105,975
| Closed | -$6.62M | – | 109 |
|
|
2021
Q4 | $6.62M | Sell |
105,975
-81,006
| -43% | -$5.06M | 0.7% | 76 |
|
|
2021
Q3 | $11.6M | Sell |
186,981
-2,846
| -1% | -$176K | 1.2% | 35 |
|
|
2021
Q2 | $10.8M | Sell |
189,827
-26,465
| -12% | -$1.51M | 1.08% | 48 |
|
|
2021
Q1 | $11.9M | Buy |
+216,292
| New | +$11.9M | 1.13% | 38 |
|
|
2020
Q3 | – | Sell |
-217,984
| Closed | -$6.79M | – | 117 |
|
|
2020
Q2 | $6.79M | Buy |
217,984
+125,944
| +137% | +$3.92M | 1.09% | 42 |
|
|
2020
Q1 | $2.59M | Sell |
92,040
-162,683
| -64% | -$4.57M | 0.57% | 92 |
|
|
2019
Q4 | $8.13M | Sell |
254,723
-2,212
| -0.9% | -$70.6K | 1.33% | 15 |
|
|
2019
Q3 | $8.44M | Buy |
256,935
+11,901
| +5% | +$391K | 1.43% | 7 |
|
|
2019
Q2 | $8.56M | Buy |
245,034
+41,035
| +20% | +$1.43M | 1.32% | 8 |
|
|
2019
Q1 | $8.49M | Buy |
203,999
+21,642
| +12% | +$900K | 1.32% | 13 |
|
|
2018
Q4 | $6.27M | Buy |
182,357
+106,856
| +142% | +$3.67M | 1.24% | 21 |
|
|
2018
Q3 | $4.14M | Buy |
75,501
+13,702
| +22% | +$751K | 0.52% | 97 |
|
|
2018
Q2 | $3.63M | Sell |
61,799
-91,362
| -60% | -$5.36M | 0.5% | 96 |
|
|
2018
Q1 | $7.79M | Sell |
153,161
-9,001
| -6% | -$458K | 1.33% | 6 |
|
|
2017
Q4 | $7.87M | Sell |
162,162
-3,818
| -2% | -$185K | 1.34% | 6 |
|
|
2017
Q3 | $7.15M | Buy |
+165,980
| New | +$7.15M | 1.24% | 12 |
|