UMB Bank’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Sell |
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|
2025
Q1 | $34K | Buy |
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|
2024
Q4 | $35.6K | Hold |
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|
2024
Q3 | $33K | Sell |
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|
2024
Q2 | $28.3K | Buy |
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|
2024
Q1 | $17.3K | Buy |
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|
2023
Q4 | $15.5K | Sell |
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|
2023
Q3 | $39.5K | Hold |
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|
2023
Q2 | $39.7K | Hold |
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|
2023
Q1 | $33.6K | Hold |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $70K | Buy |
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|
2021
Q4 | $90K | Buy |
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