Private Trust Company’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.7K | Buy |
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|
2025
Q2 | $25.9K | Sell |
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|
2025
Q1 | $62.9K | Sell |
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|
2024
Q4 | $81.7K | Buy |
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|
2024
Q3 | $72.6K | Hold |
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|
2024
Q2 | $60.3K | Buy |
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|
2024
Q1 | $59.3K | Buy |
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|
2023
Q4 | $34.8K | Hold |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $28.1K | Buy |
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|
2023
Q1 | $23.6K | Hold |
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|
2022
Q4 | $24K | Sell |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $24K | Buy |
|