Heritage Family Offices’s Moelis & Co MC Stock Holding History

Heritage Family Offices’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$388K	Buy
2025 Q2	$286K	Hold
2025 Q1	$288K	Buy
2024 Q4	$330K	Buy
2024 Q3	$291K	Sell
2024 Q2	$243K	Buy