Legacy Capital Wealth Partners’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	$207K	Buy	+3,320	New	+$207K	0.05%	359
2025 Q1	–	Sell	-3,313	Closed	-$245K	–	366
2024 Q4	$245K	Sell	3,313 -3,468	-51%	-$256K	0.06%	302
2024 Q3	$465K	Buy	+6,781	New	+$465K	0.09%	209