Truist Financial’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$624K Buy
2025
Q1
$385K Buy
2024
Q4
$471K Sell
2024
Q3
$464K Buy
2024
Q2
$328K Sell
2024
Q1
$338K Buy
2023
Q4
$331K Buy
2023
Q3
$264K Buy
2023
Q2
$245K Buy
2023
Q1
$201K Buy