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Spire Wealth Management’s Moelis & Co MC Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-84
Closed -$5.99K – 2420
2025
Q3 		$5.99K Buy
84
+2
+2% +$143 ﹤0.01% 1915
2025
Q2 		$5.11K Hold
82
– – ﹤0.01% 1931
2025
Q1 		$4.79K Buy
+82
New +$5.78K ﹤0.01% 2070
2023
Q2 		– Sell
-114
Closed -$4.38K – 2473
2023
Q1 		$4.38K Buy
114
+35
+44% +$1.5K ﹤0.01% 2062
2022
Q4 		$3K Buy
+79
New +$3.21K ﹤0.01% 1970

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