Principal Securities’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 | $7.17K | Buy |
115
+39
| +51% | +$2.43K | ﹤0.01% | 2760 |
|
|
2025
Q1 | $5.62K | Hold |
76
| – | – | ﹤0.01% | 2733 |
|
|
2024
Q4 | $5.62K | Hold |
76
| – | – | ﹤0.01% | 2730 |
|
|
2024
Q3 | $5.21K | Hold |
76
| – | – | ﹤0.01% | 2663 |
|
|
2024
Q2 | $4.32K | Hold |
76
| – | – | ﹤0.01% | 2689 |
|
|
2024
Q1 | $4.32K | Sell |
76
-104
| -58% | -$5.91K | ﹤0.01% | 2659 |
|
|
2023
Q4 | $10.1K | Buy |
+180
| New | +$10.1K | ﹤0.01% | 2234 |
|