AE Wealth 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	$207K	Buy	+3,317	New	+$207K	﹤0.01%	1298
2025 Q1	–	Sell	-3,520	Closed	-$260K	–	2234
2024 Q4	$260K	Buy	+3,520	New	+$260K	﹤0.01%	1160