United Services Automobile Association’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
Sell
-4,558
Closed -$264K 614
2025
Q1
$264K Buy
+4,558
New +$321K 0.01% 888
2019
Q3
Sell
-7,330
Closed -$256K 1187
2019
Q2
$256K Hold
7,330
﹤0.01% 1950
2019
Q1
$305K Hold
7,330
﹤0.01% 1884
2018
Q4
$252K Hold
7,330
﹤0.01% 1910
2018
Q3
$402K Buy
7,330
+1,701
+30% +$99.8K ﹤0.01% 1784
2018
Q2
$330K Hold
5,629
﹤0.01% 1884
2018
Q1
$286K Buy
+5,629
New +$288K ﹤0.01% 1922

Other funds holding MC