PNC Financial Services Group’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
$568K Buy
9,122
+1,449
+19% +$90.3K ﹤0.01% 1468
2025
Q1
$448K Sell
7,673
-6,571
-46% -$384K ﹤0.01% 1598
2024
Q4
$1.05M Sell
14,244
-3,978
-22% -$294K ﹤0.01% 1144
2024
Q3
$1.25M Buy
18,222
+730
+4% +$50K ﹤0.01% 1088
2024
Q2
$995K Sell
17,492
-2,571
-13% -$146K ﹤0.01% 1138
2024
Q1
$1.14M Sell
20,063
-8,258
-29% -$469K ﹤0.01% 1108
2023
Q4
$1.59M Sell
28,321
-3,554
-11% -$199K ﹤0.01% 962
2023
Q3
$1.44M Sell
31,875
-1,079
-3% -$48.7K ﹤0.01% 961
2023
Q2
$1.49M Sell
32,954
-503
-2% -$22.8K ﹤0.01% 986
2023
Q1
$1.29M Buy
33,457
+6,136
+22% +$236K ﹤0.01% 1023
2022
Q4
$1.05M Buy
27,321
+2,077
+8% +$79.7K ﹤0.01% 1109
2022
Q3
$852K Buy
25,244
+1,431
+6% +$48.3K ﹤0.01% 1219
2022
Q2
$937K Buy
23,813
+5,335
+29% +$210K ﹤0.01% 1193
2022
Q1
$867K Buy
18,478
+1,637
+10% +$76.8K ﹤0.01% 1322
2021
Q4
$1.05M Sell
16,841
-1,171
-7% -$73.2K ﹤0.01% 1229
2021
Q3
$1.11M Buy
18,012
+987
+6% +$61K ﹤0.01% 1140
2021
Q2
$968K Buy
17,025
+786
+5% +$44.7K ﹤0.01% 1208
2021
Q1
$892K Sell
16,239
-1,652
-9% -$90.7K ﹤0.01% 1216
2020
Q4
$836K Sell
17,891
-819
-4% -$38.3K ﹤0.01% 1210
2020
Q3
$657K Sell
18,710
-170
-0.9% -$5.97K ﹤0.01% 1211
2020
Q2
$588K Buy
18,880
+9,224
+96% +$287K ﹤0.01% 1278
2020
Q1
$272K Buy
9,656
+5,390
+126% +$152K ﹤0.01% 1646
2019
Q4
$136K Buy
4,266
+3,919
+1,129% +$125K ﹤0.01% 2309
2019
Q3
$11K Buy
347
+141
+68% +$4.47K ﹤0.01% 3526
2019
Q2
$7K Sell
206
-2,636
-93% -$89.6K ﹤0.01% 3667
2019
Q1
$118K Buy
2,842
+2,514
+766% +$104K ﹤0.01% 2460
2018
Q4
$11K Buy
328
+116
+55% +$3.89K ﹤0.01% 3518
2018
Q3
$12K Sell
212
-800
-79% -$45.3K ﹤0.01% 3608
2018
Q2
$60K Buy
1,012
+12
+1% +$711 ﹤0.01% 2867
2018
Q1
$51K Hold
1,000
﹤0.01% 2952
2017
Q4
$49K Buy
1,000
+670
+203% +$32.8K ﹤0.01% 2964
2017
Q3
$14K Buy
330
+6
+2% +$255 ﹤0.01% 3550
2017
Q2
$13K Buy
324
+1
+0.3% +$40 ﹤0.01% 3493
2017
Q1
$12K Sell
323
-10
-3% -$372 ﹤0.01% 3467
2016
Q4
$11K Buy
333
+2
+0.6% +$66 ﹤0.01% 3451
2016
Q3
$9K Sell
331
-106
-24% -$2.88K ﹤0.01% 3512
2016
Q2
$9K Buy
437
+175
+67% +$3.6K ﹤0.01% 3604
2016
Q1
$7K Buy
262
+118
+82% +$3.15K ﹤0.01% 3698
2015
Q4
$4K Buy
+144
New +$4K ﹤0.01% 3948