TritonPoint Wealth’s Moelis & Co MC Stock Holding History

TritonPoint 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	$320K	Hold
2025 Q2	$280K	Hold
2025 Q1	$262K	Hold
2024 Q4	$332K	Hold
2024 Q3	$310K	Hold
2024 Q2	$255K	Hold
2024 Q1	$252K	Hold
2023 Q4	$252K	Buy