MAI Capital Management’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	$1.93K	Buy	+31	New	+$1.93K	﹤0.01%	3249
2025 Q1	–	Sell	-800	Closed	-$59.1K	–	3343
2024 Q4	$59.1K	Buy	+800	New	+$59.1K	﹤0.01%	1588