Y-Intercept (HK)’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 | $4.31M | Buy |
69,228
+44,844
| +184% | +$2.79M | 0.11% | 271 |
|
2025
Q1 | $1.42M | Buy |
+24,384
| New | +$1.42M | 0.1% | 280 |
|
2023
Q2 | – | Sell |
-11,921
| Closed | -$458K | – | 1540 |
|
2023
Q1 | $458K | Sell |
11,921
-2,985
| -20% | -$115K | 0.05% | 578 |
|
2022
Q4 | $572K | Buy |
+14,906
| New | +$572K | 0.08% | 387 |
|