Diversify Wealth Management’s Moelis & Co MC Stock Holding History

Diversify Wealth Management’s Portfolio MC Stock Details MC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.94M	Buy
2025 Q2	$6.56M	Buy
2025 Q1	$4.07M	Buy
2024 Q4	$4.21M	Buy
2024 Q3	$2.03M	Buy
2024 Q2	$1.59M	Buy