Xponance’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 | $361K | Buy |
5,794
+421
| +8% | +$26.2K | ﹤0.01% | 1067 |
|
|
2025
Q1 | $314K | Buy |
5,373
+294
| +6% | +$17.2K | ﹤0.01% | 1089 |
|
|
2024
Q4 | $375K | Buy |
5,079
+440
| +9% | +$32.5K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $318K | Buy |
4,639
+138
| +3% | +$9.45K | ﹤0.01% | 1074 |
|
|
2024
Q2 | $256K | Buy |
4,501
+426
| +10% | +$24.2K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $231K | Buy |
4,075
+12
| +0.3% | +$681 | ﹤0.01% | 1141 |
|
|
2023
Q4 | $228K | Buy |
+4,063
| New | +$228K | ﹤0.01% | 1122 |
|