Edgestream Partners’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
Q2
$647K Sell
2025
Q1
$7.37M Buy
2024
Q4
$2.78M Buy
2024
Q3
Sell
2024
Q2
$479K Sell
2024
Q1
$719K Buy