SJS Investment Consulting’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187 | Sell |
3
-4
| -57% | -$249 | ﹤0.01% | 1386 |
|
|
2025
Q1 | $409 | Hold |
7
| – | – | ﹤0.01% | 1314 |
|
|
2024
Q4 | $518 | Hold |
7
| – | – | ﹤0.01% | 1228 |
|
|
2024
Q3 | $480 | Hold |
7
| – | – | ﹤0.01% | 1342 |
|
|
2024
Q2 | $399 | Sell |
7
-3
| -30% | -$171 | ﹤0.01% | 1365 |
|
|
2024
Q1 | $568 | Hold |
10
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q4 | $562 | Sell |
10
-2
| -17% | -$112 | ﹤0.01% | 1209 |
|
|
2023
Q3 | $542 | Buy |
12
+3
| +33% | +$136 | ﹤0.01% | 1186 |
|
|
2023
Q2 | $409 | Buy |
9
+1
| +13% | +$45 | ﹤0.01% | 1223 |
|
|
2023
Q1 | $308 | Sell |
8
-4
| -33% | -$154 | ﹤0.01% | 1276 |
|
|
2022
Q4 | $460 | Sell |
12
-4
| -25% | -$153 | ﹤0.01% | 1248 |
|
|
2022
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1327 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1088 |
|