Trajan Wealth’s Moelis & Co MC Stock Holding History

Trajan Wealth’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	$365K	Sell
2025 Q2	$380K	Buy
2025 Q1	$293K	Buy
2024 Q4	$231K	Sell
2024 Q3	$238K	Sell
2024 Q2	$210K	Sell
2024 Q1	$224K	Buy