UMB Bank’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 | $34.8K | Sell |
559
-24
| -4% | -$1.5K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $34K | Buy |
583
+101
| +21% | +$5.89K | ﹤0.01% | 1193 |
|
|
2024
Q4 | $35.6K | Hold |
482
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q3 | $33K | Sell |
482
-15
| -3% | -$1.03K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $28.3K | Buy |
497
+193
| +63% | +$11K | ﹤0.01% | 961 |
|
|
2024
Q1 | $17.3K | Buy |
304
+28
| +10% | +$1.59K | ﹤0.01% | 1132 |
|
|
2023
Q4 | $15.5K | Sell |
276
-599
| -68% | -$33.6K | ﹤0.01% | 1148 |
|
|
2023
Q3 | $39.5K | Hold |
875
| – | – | ﹤0.01% | 889 |
|
|
2023
Q2 | $39.7K | Hold |
875
| – | – | ﹤0.01% | 899 |
|
|
2023
Q1 | $33.6K | Hold |
875
| – | – | ﹤0.01% | 943 |
|
|
2022
Q4 | $34K | Sell |
875
-19
| -2% | -$738 | ﹤0.01% | 951 |
|
|
2022
Q3 | $30K | Sell |
894
-599
| -40% | -$20.1K | ﹤0.01% | 990 |
|
|
2022
Q2 | $58K | Hold |
1,493
| – | – | ﹤0.01% | 871 |
|
|
2022
Q1 | $70K | Buy |
1,493
+52
| +4% | +$2.44K | ﹤0.01% | 863 |
|
|
2021
Q4 | $90K | Buy |
+1,441
| New | +$90K | ﹤0.01% | 823 |
|