Trust Point Inc’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 | $429K | Sell |
6,884
-4,635
| -40% | -$289K | 0.04% | 217 |
|
|
2025
Q1 | $672K | Sell |
11,519
-6,282
| -35% | -$367K | 0.06% | 173 |
|
|
2024
Q4 | $1.32M | Sell |
17,801
-1,175
| -6% | -$86.8K | 0.09% | 117 |
|
|
2024
Q3 | $1.3M | Buy |
18,976
+147
| +0.8% | +$10.1K | 0.1% | 117 |
|
|
2024
Q2 | $1.07M | Buy |
18,829
+782
| +4% | +$44.5K | 0.09% | 138 |
|
|
2024
Q1 | $1.02M | Buy |
18,047
+5,366
| +42% | +$305K | 0.08% | 156 |
|
|
2023
Q4 | $712K | Buy |
+12,681
| New | +$712K | 0.06% | 195 |
|