Robertson Stephens Wealth 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 Q1	–	Sell	-3,717	Closed	-$275K	–	570
2024 Q4	$275K	Buy	3,717 +302	+9%	+$22.3K	0.01%	479
2024 Q3	$234K	Buy	+3,415	New	+$234K	0.01%	570