United Services Automobile Association’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 | – | Sell |
-4,558
| Closed | -$264K | – | 614 |
|
|
2025
Q1 | $264K | Buy |
+4,558
| New | +$264K | 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% | +$93.3K | ﹤0.01% | 1784 |
|
|
2018
Q2 | $330K | Hold |
5,629
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q1 | $286K | Buy |
+5,629
| New | +$286K | ﹤0.01% | 1921 |
|