Colonial Trust’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 | $23.3K | Buy |
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|
2025
Q2 | $20.2K | Sell |
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|
2025
Q1 | $46.7K | Buy |
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|
2024
Q4 | $54.8K | Sell |
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|
2024
Q3 | $53.2K | Buy |
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|
2024
Q2 | $39.8K | Hold |
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|
2024
Q1 | $39.7K | Buy |
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|
2023
Q4 | $12.6K | Hold |
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|
2023
Q3 | $10.1K | Hold |
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|
2023
Q2 | $10.2K | Hold |
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|
2023
Q1 | $8.61K | Hold |
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|
2022
Q4 | $8.6K | Buy |
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