Wells Fargo’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
Q3 | $65.9M | Sell |
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|
2025
Q2 | $58.6M | Sell |
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|
2025
Q1 | $56M | Sell |
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|
2024
Q4 | $71M | Sell |
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|
2024
Q3 | $73.2M | Sell |
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|
2024
Q2 | $60.9M | Sell |
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|
2024
Q1 | $61.3M | Buy |
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|
2023
Q4 | $60.5M | Sell |
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|
2023
Q3 | $49.2M | Sell |
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|
2023
Q2 | $49.9M | Buy |
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|
2023
Q1 | $41.7M | Buy |
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|
2022
Q4 | $38.7M | Sell |
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|
2022
Q3 | $34.1M | Buy |
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|
2022
Q2 | $35M | Sell |
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|
2022
Q1 | $44.1M | Buy |
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|
2021
Q4 | $51.1M | Sell |
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|
2021
Q3 | $52.3M | Sell |
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|
2021
Q2 | $48.1M | Sell |
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|
2021
Q1 | $57.9M | Sell |
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|
2020
Q4 | $52.3M | Sell |
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|
2020
Q3 | $40.7M | Sell |
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|
2020
Q2 | $37.1M | Buy |
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|
2020
Q1 | $28M | Buy |
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|
2019
Q4 | $28.8M | Sell |
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|
2019
Q3 | $31.8M | Sell |
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|
2019
Q2 | $41.4M | Sell |
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|
2019
Q1 | $52.8M | Buy |
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|
2018
Q4 | $32.8M | Buy |
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|
2018
Q3 | $50.2M | Sell |
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|
2018
Q2 | $54.1M | Sell |
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|
2018
Q1 | $51.1M | Buy |
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|
2017
Q4 | $7.42M | Buy |
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|
2017
Q3 | $5.99M | Buy |
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|
2017
Q2 | $3.04M | Buy |
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|
2017
Q1 | $2.24M | Sell |
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|
2016
Q4 | $2.13M | Buy |
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|
2016
Q3 | $1.42M | Buy |
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|
2016
Q2 | $1.13M | Sell |
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|
2016
Q1 | $1.45M | Sell |
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|
2015
Q4 | $1.52M | Buy |
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|
2015
Q3 | $1.3M | Sell |
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|
2015
Q2 | $1.44M | Buy |
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|
2015
Q1 | $1.39M | Buy |
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|
2014
Q4 | $1.46M | Buy |
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|
2014
Q3 | $1.29M | Buy |
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|
2014
Q2 | $1.23M | Buy |
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