Trajan Wealth’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 | $380K | Buy |
6,092
+1,065
| +21% | +$66.4K | 0.02% | 119 |
|
|
2025
Q1 | $293K | Buy |
5,027
+1,895
| +61% | +$111K | 0.02% | 127 |
|
|
2024
Q4 | $231K | Sell |
3,132
-346
| -10% | -$25.6K | 0.01% | 150 |
|
|
2024
Q3 | $238K | Sell |
3,478
-220
| -6% | -$15.1K | 0.01% | 162 |
|
|
2024
Q2 | $210K | Sell |
3,698
-254
| -6% | -$14.4K | 0.01% | 150 |
|
|
2024
Q1 | $224K | Buy |
+3,952
| New | +$224K | 0.02% | 167 |
|