Blue Zone Wealth Advisors’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 | $5M | Buy |
80,277
+13,384
| +20% | +$834K | 1.25% | 40 |
|
|
2025
Q1 | $3.9M | Buy |
66,893
+8,107
| +14% | +$473K | 1.08% | 49 |
|
|
2024
Q4 | $4.34M | Sell |
58,786
-5
| -0% | -$369 | 1.25% | 38 |
|
|
2024
Q3 | $4.03M | Buy |
58,791
+737
| +1% | +$50.5K | 1.25% | 39 |
|
|
2024
Q2 | $3.3M | Buy |
58,054
+1,459
| +3% | +$83K | 1.14% | 44 |
|
|
2024
Q1 | $3.21M | Buy |
+56,595
| New | +$3.21M | 1.1% | 43 |
|