Wolverine Trading’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 | – | Hold |
0
| – | – | – | 1923 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1750 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1697 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1669 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1821 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2234 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1882 |
|
|
2019
Q4 | – | Sell |
-7,864
| Closed | -$256K | – | 1762 |
|
|
2019
Q3 | $256K | Buy |
+7,864
| New | +$256K | ﹤0.01% | 937 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1712 |
|
|
2018
Q4 | – | Sell |
-7,850
| Closed | -$430K | – | 1764 |
|
|
2018
Q3 | $430K | Buy |
7,850
+3,471
| +79% | +$190K | ﹤0.01% | 873 |
|
|
2018
Q2 | $223K | Hold |
4,379
| – | – | ﹤0.01% | 1073 |
|
|
2018
Q1 | $223K | Sell |
4,379
-11,983
| -73% | -$610K | ﹤0.01% | 1073 |
|
|
2017
Q4 | $794K | Buy |
+16,362
| New | +$794K | ﹤0.01% | 683 |
|
|
2017
Q3 | – | Sell |
-6,043
| Closed | -$234K | – | 1673 |
|
|
2017
Q2 | $234K | Sell |
6,043
-617
| -9% | -$23.9K | ﹤0.01% | 947 |
|
|
2017
Q1 | $253K | Buy |
+6,660
| New | +$253K | ﹤0.01% | 871 |
|