Zacks Investment Management’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 | – | Sell |
-37,070
| Closed | -$2.16M | – | 744 |
|
|
2025
Q1 | $2.16M | Buy |
+37,070
| New | +$2.16M | 0.02% | 315 |
|
|
2022
Q2 | – | Sell |
-44,232
| Closed | -$2.08M | – | 611 |
|
|
2022
Q1 | $2.08M | Sell |
44,232
-863
| -2% | -$40.5K | 0.03% | 276 |
|
|
2021
Q4 | $2.82M | Sell |
45,095
-8,848
| -16% | -$553K | 0.04% | 256 |
|
|
2021
Q3 | $3.34M | Buy |
53,943
+885
| +2% | +$54.7K | 0.05% | 225 |
|
|
2021
Q2 | $3.02M | Buy |
53,058
+1,873
| +4% | +$107K | 0.05% | 242 |
|
|
2021
Q1 | $2.81M | Buy |
+51,185
| New | +$2.81M | 0.05% | 230 |
|
|
2019
Q2 | – | Sell |
-29,247
| Closed | -$1.22M | – | 583 |
|
|
2019
Q1 | $1.22M | Buy |
29,247
+15,260
| +109% | +$635K | 0.03% | 361 |
|
|
2018
Q4 | $481K | Sell |
13,987
-1,581
| -10% | -$54.4K | 0.01% | 442 |
|
|
2018
Q3 | $853K | Sell |
15,568
-1,236
| -7% | -$67.7K | 0.02% | 415 |
|
|
2018
Q2 | $986K | Sell |
16,804
-54,072
| -76% | -$3.17M | 0.02% | 424 |
|
|
2018
Q1 | $3.6M | Buy |
70,876
+2,243
| +3% | +$114K | 0.08% | 179 |
|
|
2017
Q4 | $3.33M | Buy |
68,633
+3,888
| +6% | +$189K | 0.07% | 186 |
|
|
2017
Q3 | $2.79M | Buy |
+64,745
| New | +$2.79M | 0.07% | 194 |
|