State of Wisconsin Investment Board’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 | $823K | Sell |
13,207
-975
| -7% | -$60.8K | ﹤0.01% | 1651 |
|
|
2025
Q1 | $828K | Buy |
14,182
+3,528
| +33% | +$206K | ﹤0.01% | 1553 |
|
|
2024
Q4 | $787K | Sell |
10,654
-1,362
| -11% | -$101K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $823K | Buy |
12,016
+200
| +2% | +$13.7K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $672K | Sell |
11,816
-1,117
| -9% | -$63.5K | ﹤0.01% | 1690 |
|
|
2024
Q1 | $734K | Sell |
12,933
-2,281
| -15% | -$129K | ﹤0.01% | 1543 |
|
|
2023
Q4 | $854K | Sell |
15,214
-5,237
| -26% | -$294K | ﹤0.01% | 1434 |
|
|
2023
Q3 | $923K | Buy |
20,451
+15,392
| +304% | +$695K | ﹤0.01% | 1421 |
|
|
2023
Q2 | $229K | Sell |
5,059
-6,298
| -55% | -$286K | ﹤0.01% | 2085 |
|
|
2023
Q1 | $437K | Sell |
11,357
-17,931
| -61% | -$689K | ﹤0.01% | 1924 |
|
|
2022
Q4 | $1.12M | Sell |
29,288
-4,097
| -12% | -$157K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $1.13M | Sell |
33,385
-1,390
| -4% | -$47K | ﹤0.01% | 1495 |
|
|
2022
Q2 | $1.37M | Buy |
34,775
+23,975
| +222% | +$943K | ﹤0.01% | 1484 |
|
|
2022
Q1 | $507K | Buy |
10,800
+5,600
| +108% | +$263K | ﹤0.01% | 1867 |
|
|
2021
Q4 | $325K | Sell |
5,200
-800
| -13% | -$50K | ﹤0.01% | 1883 |
|
|
2021
Q3 | $371K | Hold |
6,000
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q2 | $341K | Hold |
6,000
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q1 | $329K | Sell |
6,000
-1,000
| -14% | -$54.8K | ﹤0.01% | 1793 |
|
|
2020
Q4 | $327K | Buy |
+7,000
| New | +$327K | ﹤0.01% | 1722 |
|