Principal Financial 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 | $22.9M | Buy |
368,034
+15,568
| +4% | +$970K | 0.01% | 777 |
|
|
2025
Q1 | $20.6M | Buy |
352,466
+7,999
| +2% | +$467K | 0.01% | 812 |
|
|
2024
Q4 | $25.4M | Buy |
344,467
+11,097
| +3% | +$820K | 0.01% | 716 |
|
|
2024
Q3 | $22.8M | Sell |
333,370
-16,322
| -5% | -$1.12M | 0.01% | 769 |
|
|
2024
Q2 | $19.9M | Buy |
349,692
+2,785
| +0.8% | +$158K | 0.01% | 857 |
|
|
2024
Q1 | $19.7M | Sell |
346,907
-449,849
| -56% | -$25.5M | 0.01% | 928 |
|
|
2023
Q4 | $44.7M | Buy |
796,756
+3,553
| +0.4% | +$199K | 0.03% | 481 |
|
|
2023
Q3 | $35.8M | Sell |
793,203
-16,515
| -2% | -$745K | 0.03% | 521 |
|
|
2023
Q2 | $36.7M | Buy |
809,718
+389,218
| +93% | +$17.6M | 0.03% | 539 |
|
|
2023
Q1 | $16.2M | Sell |
420,500
-54,440
| -11% | -$2.09M | 0.01% | 984 |
|
|
2022
Q4 | $18.2M | Sell |
474,940
-56,813
| -11% | -$2.18M | 0.01% | 881 |
|
|
2022
Q3 | $18M | Buy |
531,753
+264,234
| +99% | +$8.93M | 0.01% | 833 |
|
|
2022
Q2 | $10.5M | Sell |
267,519
-11,804
| -4% | -$464K | 0.01% | 1228 |
|
|
2022
Q1 | $13.1M | Buy |
279,323
+35,439
| +15% | +$1.66M | 0.01% | 1213 |
|
|
2021
Q4 | $15.2M | Buy |
243,884
+96,811
| +66% | +$6.05M | 0.01% | 1139 |
|
|
2021
Q3 | $9.1M | Buy |
147,073
+2,341
| +2% | +$145K | 0.01% | 1457 |
|
|
2021
Q2 | $8.23M | Buy |
144,732
+133,461
| +1,184% | +$7.59M | 0.01% | 1514 |
|
|
2021
Q1 | $619K | Sell |
11,271
-2,109
| -16% | -$116K | ﹤0.01% | 2101 |
|
|
2020
Q4 | $626K | Buy |
13,380
+5,404
| +68% | +$253K | ﹤0.01% | 2054 |
|
|
2020
Q3 | $280K | Sell |
7,976
-750
| -9% | -$26.3K | ﹤0.01% | 2143 |
|
|
2020
Q2 | $272K | Buy |
+8,726
| New | +$272K | ﹤0.01% | 2108 |
|
|
2020
Q1 | – | Sell |
-6,471
| Closed | -$207K | – | 2229 |
|
|
2019
Q4 | $207K | Sell |
6,471
-41,701
| -87% | -$1.33M | ﹤0.01% | 2130 |
|
|
2019
Q3 | $1.58M | Buy |
48,172
+10,982
| +30% | +$361K | ﹤0.01% | 1758 |
|
|
2019
Q2 | $1.3M | Sell |
37,190
-17,870
| -32% | -$625K | ﹤0.01% | 1801 |
|
|
2019
Q1 | $2.29M | Sell |
55,060
-394,518
| -88% | -$16.4M | ﹤0.01% | 1719 |
|
|
2018
Q4 | $15.5M | Buy |
449,578
+53,169
| +13% | +$1.83M | 0.02% | 876 |
|
|
2018
Q3 | $21.7M | Sell |
396,409
-48,915
| -11% | -$2.68M | 0.02% | 801 |
|
|
2018
Q2 | $26.1M | Sell |
445,324
-181,010
| -29% | -$10.6M | 0.02% | 656 |
|
|
2018
Q1 | $31.8M | Sell |
626,334
-7,040
| -1% | -$358K | 0.03% | 549 |
|
|
2017
Q4 | $30.7M | Buy |
633,374
+92,382
| +17% | +$4.48M | 0.03% | 582 |
|
|
2017
Q3 | $23.3M | Buy |
540,992
+48,702
| +10% | +$2.1M | 0.02% | 682 |
|
|
2017
Q2 | $19.1M | Buy |
492,290
+213,740
| +77% | +$8.3M | 0.02% | 794 |
|
|
2017
Q1 | $10.7M | Buy |
278,550
+26,538
| +11% | +$1.02M | 0.01% | 1138 |
|
|
2016
Q4 | $8.54M | Buy |
252,012
+36,559
| +17% | +$1.24M | 0.01% | 1265 |
|
|
2016
Q3 | $5.79M | Sell |
215,453
-61,898
| -22% | -$1.66M | 0.01% | 1406 |
|
|
2016
Q2 | $6.24M | Buy |
277,351
+6,502
| +2% | +$146K | 0.01% | 1324 |
|
|
2016
Q1 | $7.65M | Buy |
+270,849
| New | +$7.65M | 0.01% | 1160 |
|