CFO
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Callan Family Office’s Moelis & Co MC Stock Holding History

Callan Family Office’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.28M Buy
84,703
+78,552
+1,277% +$4.9M 0.17% 143
2025
Q1 		$359K Sell
6,151
-13,657
-69% -$797K 0.03% 390
2024
Q4 		$1.46M Buy
19,808
+16,759
+550% +$1.24M 0.09% 184
2024
Q3 		$209K Buy
+3,049
New +$209K 0.04% 182