TritonPoint 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 | $280K | Hold |
4,492
| – | – | 0.03% | 290 |
|
|
2025
Q1 | $262K | Hold |
4,492
| – | – | 0.03% | 302 |
|
|
2024
Q4 | $332K | Hold |
4,492
| – | – | 0.03% | 259 |
|
|
2024
Q3 | $310K | Hold |
4,492
| – | – | 0.03% | 263 |
|
|
2024
Q2 | $255K | Hold |
4,492
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $252K | Hold |
4,492
| – | – | 0.03% | 288 |
|
|
2023
Q4 | $252K | Buy |
+4,492
| New | +$252K | 0.02% | 297 |
|