Private Wealth Management Group’s Moelis & Co MC Stock Holding History

Private Wealth Management Group’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.5K	Hold
2025 Q2	$9.16K	Hold
2025 Q1	$8.58K	Hold
2024 Q4	$10.9K	Hold
2024 Q3	$10.1K	Hold
2024 Q2	$8.36K	Buy
2024 Q1	$3.69K	Hold
2023 Q4	$3.65K	Buy