CVA Family Office’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
$810 Buy
13
+3
+30% +$187 ﹤0.01% 1132
2025
Q1
$584 Sell
10
-8
-44% -$467 ﹤0.01% 1198
2024
Q4
$1.33K Hold
18
﹤0.01% 1048
2024
Q3
$1.23K Buy
18
+8
+80% +$548 ﹤0.01% 1049
2024
Q2
$569 Buy
+10
New +$569 ﹤0.01% 1156