Snowden Capital Advisors’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 | $254K | Buy |
4,069
+74
| +2% | +$4.61K | 0.01% | 1071 |
|
|
2025
Q1 | $233K | Sell |
3,995
-167
| -4% | -$9.75K | 0.01% | 1102 |
|
|
2024
Q4 | $307K | Sell |
4,162
-58
| -1% | -$4.29K | 0.01% | 974 |
|
|
2024
Q3 | $289K | Buy |
4,220
+11
| +0.3% | +$754 | 0.01% | 1009 |
|
|
2024
Q2 | $239K | Sell |
4,209
-76
| -2% | -$4.32K | 0.01% | 1064 |
|
|
2024
Q1 | $243K | Sell |
4,285
-132
| -3% | -$7.49K | 0.01% | 1055 |
|
|
2023
Q4 | $248K | Sell |
4,417
-266
| -6% | -$14.9K | 0.01% | 996 |
|
|
2023
Q3 | $211K | Sell |
4,683
-88
| -2% | -$3.97K | 0.01% | 997 |
|
|
2023
Q2 | $216K | Buy |
+4,771
| New | +$216K | 0.01% | 1075 |
|
|
2022
Q3 | – | Sell |
-5,827
| Closed | -$229K | – | 1147 |
|
|
2022
Q2 | $229K | Buy |
5,827
+127
| +2% | +$4.99K | 0.01% | 984 |
|
|
2022
Q1 | $267K | Buy |
+5,700
| New | +$267K | 0.01% | 874 |
|
|
2021
Q4 | – | Sell |
-5,643
| Closed | -$349K | – | 2094 |
|
|
2021
Q3 | $349K | Sell |
5,643
-45
| -0.8% | -$2.78K | 0.02% | 640 |
|
|
2021
Q2 | $324K | Buy |
5,688
+136
| +2% | +$7.74K | 0.02% | 683 |
|
|
2021
Q1 | $305K | Buy |
+5,552
| New | +$305K | 0.02% | 625 |
|