Rockefeller Capital Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $192K | Buy |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $191K | Sell |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Buy |
|