Heritage Family Offices’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	$286K	Hold	4,940	–	–	0.14%	129
2025 Q1	$288K	Buy	4,940 +476	+11%	+$27.8K	0.15%	127
2024 Q4	$330K	Buy	4,464 +213	+5%	+$15.7K	0.16%	118
2024 Q3	$291K	Sell	4,251 -19	-0.4%	-$1.3K	0.15%	134
2024 Q2	$243K	Buy	+4,270	New	+$243K	0.13%	144