Plante Moran Financial Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,553
| Closed | -$106K | – | 965 |
|
|
2024
Q3 | $106K | Buy |
+1,553
| New | +$106K | 0.01% | 275 |
|
|
2023
Q3 | – | Sell |
-28
| Closed | -$1.27K | – | 836 |
|
|
2023
Q2 | $1.27K | Hold |
28
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $1.08K | Hold |
28
| – | – | ﹤0.01% | 735 |
|
|
2022
Q4 | $1.07K | Hold |
28
| – | – | ﹤0.01% | 761 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 783 |
|
|
2021
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 922 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 869 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 882 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 919 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 839 |
|
|
2020
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 813 |
|
|
2020
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 712 |
|
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 700 |
|
|
2019
Q4 | $1K | Sell |
28
-406
| -94% | -$14.5K | ﹤0.01% | 723 |
|
|
2019
Q3 | $14K | Buy |
434
+406
| +1,450% | +$13.1K | ﹤0.01% | 547 |
|
|
2019
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 759 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 747 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 813 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 701 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 733 |
|
|
2018
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 907 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$3K | – | 961 |
|
|
2016
Q4 | $3K | Buy |
100
+14
| +16% | +$420 | ﹤0.01% | 801 |
|
|
2016
Q3 | $2K | Hold |
86
| – | – | ﹤0.01% | 840 |
|
|
2016
Q2 | $2K | Sell |
86
-14
| -14% | -$326 | ﹤0.01% | 797 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 657 |
|