SignatureFD’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 | $71.9K | Sell |
1,153
-18
| -2% | -$1.12K | ﹤0.01% | 1392 |
|
2025
Q1 | $68.3K | Hold |
1,171
| – | – | ﹤0.01% | 1406 |
|
2024
Q4 | $86.5K | Sell |
1,171
-29
| -2% | -$2.14K | ﹤0.01% | 1306 |
|
2024
Q3 | $82.2K | Sell |
1,200
-14
| -1% | -$959 | ﹤0.01% | 1316 |
|
2024
Q2 | $69K | Hold |
1,214
| – | – | ﹤0.01% | 1349 |
|
2024
Q1 | $68.9K | Hold |
1,214
| – | – | ﹤0.01% | 1385 |
|
2023
Q4 | $68.1K | Sell |
1,214
-7
| -0.6% | -$393 | ﹤0.01% | 1319 |
|
2023
Q3 | $55.1K | Sell |
1,221
-17
| -1% | -$767 | ﹤0.01% | 1340 |
|
2023
Q2 | $56.1K | Sell |
1,238
-145
| -10% | -$6.57K | ﹤0.01% | 1360 |
|
2023
Q1 | $53.2K | Sell |
1,383
-371
| -21% | -$14.3K | ﹤0.01% | 1360 |
|
2022
Q4 | $67.3K | Buy |
1,754
+489
| +39% | +$18.8K | ﹤0.01% | 1202 |
|
2022
Q3 | $43K | Buy |
1,265
+918
| +265% | +$31.2K | ﹤0.01% | 1343 |
|
2022
Q2 | $14K | Buy |
347
+210
| +153% | +$8.47K | ﹤0.01% | 1949 |
|
2022
Q1 | $6K | Sell |
137
-31
| -18% | -$1.36K | ﹤0.01% | 2403 |
|
2021
Q4 | $11K | Buy |
168
+11
| +7% | +$720 | ﹤0.01% | 2085 |
|
2021
Q3 | $10K | Buy |
157
+15
| +11% | +$955 | ﹤0.01% | 2067 |
|
2021
Q2 | $8K | Buy |
+142
| New | +$8K | ﹤0.01% | 2085 |
|
2020
Q2 | – | Sell |
-31
| Closed | -$1K | – | 2574 |
|
2020
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 2126 |
|