Vestmark Advisory Solutions’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 | $3.22M | Sell |
51,623
-44,693
| -46% | -$2.79M | 0.05% | 294 |
|
|
2025
Q1 | $5.62M | Buy |
96,316
+40,907
| +74% | +$2.39M | 0.14% | 190 |
|
|
2024
Q4 | $4.09M | Buy |
55,409
+907
| +2% | +$67K | 0.14% | 155 |
|
|
2024
Q3 | $3.73M | Sell |
54,502
-709
| -1% | -$48.6K | 0.14% | 151 |
|
|
2024
Q2 | $3.14M | Buy |
55,211
+1,333
| +2% | +$75.8K | 0.13% | 171 |
|
|
2024
Q1 | $3.06M | Sell |
53,878
-318
| -0.6% | -$18.1K | 0.13% | 189 |
|
|
2023
Q4 | $3.04M | Buy |
54,196
+3,009
| +6% | +$169K | 0.15% | 166 |
|
|
2023
Q3 | $2.31M | Sell |
51,187
-570
| -1% | -$25.7K | 0.17% | 152 |
|
|
2023
Q2 | $2.35M | Sell |
51,757
-190
| -0.4% | -$8.62K | 0.09% | 292 |
|
|
2023
Q1 | $2M | Sell |
51,947
-2,532
| -5% | -$97.3K | 0.09% | 303 |
|
|
2022
Q4 | $2.09M | Buy |
54,479
+602
| +1% | +$23.1K | 0.1% | 274 |
|
|
2022
Q3 | $1.82M | Buy |
53,877
+23,338
| +76% | +$789K | 0.1% | 273 |
|
|
2022
Q2 | $1.2M | Buy |
30,539
+5,479
| +22% | +$216K | 0.07% | 323 |
|
|
2022
Q1 | $1.18M | Buy |
25,060
+215
| +0.9% | +$10.1K | 0.07% | 322 |
|
|
2021
Q4 | $1.55M | Buy |
24,845
+907
| +4% | +$56.7K | 0.09% | 282 |
|
|
2021
Q3 | $1.48M | Buy |
23,938
+313
| +1% | +$19.4K | 0.1% | 260 |
|
|
2021
Q2 | $1.34M | Buy |
23,625
+3,074
| +15% | +$175K | 0.1% | 264 |
|
|
2021
Q1 | $1.13M | Buy |
+20,551
| New | +$1.13M | 0.1% | 265 |
|