Petrus Trust Company’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 | – | Sell |
-3,787
| Closed | -$221K | – | 635 |
|
|
2025
Q1 | $221K | Buy |
+3,787
| New | +$221K | 0.02% | 512 |
|
|
2024
Q4 | – | Sell |
-4,836
| Closed | -$331K | – | 676 |
|
|
2024
Q3 | $331K | Buy |
+4,836
| New | +$331K | 0.03% | 376 |
|
|
2021
Q1 | – | Sell |
-4,809
| Closed | -$225K | – | 67 |
|
|
2020
Q4 | $225K | Buy |
+4,809
| New | +$225K | 0.02% | 51 |
|