Trust Company of Vermont’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 | $15.6K | Hold |
250
| – | – | ﹤0.01% | 754 |
|
|
2025
Q1 | $14.6K | Sell |
250
-121
| -33% | -$7.06K | ﹤0.01% | 719 |
|
|
2024
Q4 | $27.4K | Hold |
371
| – | – | ﹤0.01% | 620 |
|
|
2024
Q3 | $25.4K | Hold |
371
| – | – | ﹤0.01% | 621 |
|
|
2024
Q2 | $21.1K | Hold |
371
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $21.1K | Hold |
371
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $20.8K | Buy |
+371
| New | +$20.8K | ﹤0.01% | 540 |
|