Private Wealth Management 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 | $9.16K | Hold |
147
| – | – | ﹤0.01% | 521 |
|
|
2025
Q1 | $8.58K | Hold |
147
| – | – | ﹤0.01% | 524 |
|
|
2024
Q4 | $10.9K | Hold |
147
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $10.1K | Hold |
147
| – | – | ﹤0.01% | 457 |
|
|
2024
Q2 | $8.36K | Buy |
147
+82
| +126% | +$4.66K | ﹤0.01% | 496 |
|
|
2024
Q1 | $3.69K | Hold |
65
| – | – | ﹤0.01% | 732 |
|
|
2023
Q4 | $3.65K | Buy |
+65
| New | +$3.65K | ﹤0.01% | 740 |
|