Zurich Cantonal Bank’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 | $1.29M | Buy |
20,680
+2,428
| +13% | +$151K | ﹤0.01% | 1099 |
|
|
2025
Q1 | $1.07M | Sell |
18,252
-675
| -4% | -$39.4K | ﹤0.01% | 1123 |
|
|
2024
Q4 | $1.4M | Buy |
18,927
+3,432
| +22% | +$254K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $1.06M | Hold |
15,495
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q2 | $881K | Buy |
15,495
+2,086
| +16% | +$119K | ﹤0.01% | 1138 |
|
|
2024
Q1 | $761K | Sell |
13,409
-928
| -6% | -$52.7K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $805K | Buy |
14,337
+3,538
| +33% | +$199K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $487K | Buy |
10,799
+1,394
| +15% | +$62.9K | ﹤0.01% | 1425 |
|
|
2023
Q2 | $426K | Buy |
9,405
+1,194
| +15% | +$54.1K | ﹤0.01% | 1450 |
|
|
2023
Q1 | $316K | Buy |
8,211
+801
| +11% | +$30.8K | ﹤0.01% | 1586 |
|
|
2022
Q4 | $284K | Hold |
7,410
| – | – | ﹤0.01% | 1603 |
|
|
2022
Q3 | $251K | Hold |
7,410
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q2 | $292K | Sell |
7,410
-735
| -9% | -$29K | ﹤0.01% | 1576 |
|
|
2022
Q1 | $382K | Buy |
8,145
+914
| +13% | +$42.9K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $452K | Buy |
7,231
+1,415
| +24% | +$88.5K | ﹤0.01% | 1515 |
|
|
2021
Q3 | $360K | Hold |
5,816
| – | – | ﹤0.01% | 1511 |
|
|
2021
Q2 | $331K | Sell |
5,816
-657
| -10% | -$37.4K | ﹤0.01% | 1484 |
|
|
2021
Q1 | $355K | Sell |
6,473
-389
| -6% | -$21.3K | ﹤0.01% | 1434 |
|
|
2020
Q4 | $321K | Buy |
6,862
+984
| +17% | +$46K | ﹤0.01% | 1550 |
|
|
2020
Q3 | $207K | Hold |
5,878
| – | – | ﹤0.01% | 1561 |
|
|
2020
Q2 | $183K | Buy |
5,878
+937
| +19% | +$29.2K | ﹤0.01% | 1574 |
|
|
2020
Q1 | $139K | Buy |
4,941
+1,876
| +61% | +$52.8K | ﹤0.01% | 1409 |
|
|
2019
Q4 | $98K | Buy |
3,065
+647
| +27% | +$20.7K | ﹤0.01% | 1727 |
|
|
2019
Q3 | $79K | Hold |
2,418
| – | – | ﹤0.01% | 1743 |
|
|
2019
Q2 | $85K | Hold |
2,418
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q1 | $101K | Sell |
2,418
-6,496
| -73% | -$271K | ﹤0.01% | 1575 |
|
|
2018
Q4 | $306K | Buy |
8,914
+506
| +6% | +$17.4K | ﹤0.01% | 1006 |
|
|
2018
Q3 | $461K | Hold |
8,408
| – | – | ﹤0.01% | 956 |
|
|
2018
Q2 | $493K | Buy |
8,408
+559
| +7% | +$32.8K | ﹤0.01% | 911 |
|
|
2018
Q1 | $399K | Buy |
7,849
+5,951
| +314% | +$303K | ﹤0.01% | 919 |
|
|
2017
Q4 | $92K | Buy |
1,898
+463
| +32% | +$22.4K | ﹤0.01% | 1614 |
|
|
2017
Q3 | $62K | Hold |
1,435
| – | – | ﹤0.01% | 1668 |
|
|
2017
Q2 | $56K | Hold |
1,435
| – | – | ﹤0.01% | 1691 |
|
|
2017
Q1 | $55K | Hold |
1,435
| – | – | ﹤0.01% | 1686 |
|
|
2016
Q4 | $49K | Hold |
1,435
| – | – | ﹤0.01% | 1716 |
|
|
2016
Q3 | $39K | Buy |
1,435
+221
| +18% | +$6.01K | ﹤0.01% | 1798 |
|
|
2016
Q2 | $27K | Hold |
1,214
| – | – | ﹤0.01% | 1872 |
|
|
2016
Q1 | $34K | Hold |
1,214
| – | – | ﹤0.01% | 1643 |
|
|
2015
Q4 | $35K | Buy |
1,214
+885
| +269% | +$25.5K | ﹤0.01% | 1647 |
|
|
2015
Q3 | $9K | Buy |
329
+173
| +111% | +$4.73K | ﹤0.01% | 2105 |
|
|
2015
Q2 | $4K | Hold |
156
| – | – | ﹤0.01% | 2061 |
|
|
2015
Q1 | $5K | Buy |
+156
| New | +$5K | ﹤0.01% | 1893 |
|