Blue Trust Inc’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
Sell
2025
Q2
$22.3K Buy
2025
Q1
Sell
2024
Q4
$15K Sell
2024
Q3
$61.5K Buy
2024
Q2
$20.9K Buy
2024
Q1
$114 Sell
2023
Q4
$6K Buy
2023
Q3
Sell
2023
Q2
$1K Buy