Zacks Investment Management’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 | $2.14M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.16M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.82M | Sell |
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|
2021
Q3 | $3.34M | Buy |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $2.81M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $481K | Sell |
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|
2018
Q3 | $853K | Sell |
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|
2018
Q2 | $986K | Sell |
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|
2018
Q1 | $3.6M | Buy |
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|
2017
Q4 | $3.33M | Buy |
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|
2017
Q3 | $2.79M | Buy |
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