Rothschild Investment LLC’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 | $9.04K | Buy |
145
+40
| +38% | +$2.49K | ﹤0.01% | 1254 |
|
|
2025
Q1 | $6.13K | Buy |
105
+15
| +17% | +$875 | ﹤0.01% | 1343 |
|
|
2024
Q4 | $6.65K | Buy |
90
+10
| +13% | +$739 | ﹤0.01% | 1255 |
|
|
2024
Q3 | $5.48K | Buy |
80
+35
| +78% | +$2.4K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $2.56K | Buy |
45
+40
| +800% | +$2.28K | ﹤0.01% | 1322 |
|
|
2024
Q1 | $284 | Buy |
+5
| New | +$284 | ﹤0.01% | 1584 |
|