Petros Family Wealth’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	$243K	Buy	3,897 +27	+0.7%	+$1.68K	0.22%	111
2025 Q1	$226K	Buy	3,870 +40	+1%	+$2.33K	0.25%	109
2024 Q4	$283K	Buy	+3,830	New	+$283K	0.31%	93