Venturi Wealth Management’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 | $206K | Sell |
3,305
-321
| -9% | -$20K | 0.01% | 516 |
|
|
2025
Q1 | $212K | Buy |
3,626
+95
| +3% | +$5.54K | 0.01% | 529 |
|
|
2024
Q4 | $261K | Sell |
3,531
-2,912
| -45% | -$215K | 0.01% | 484 |
|
|
2024
Q3 | $441K | Buy |
6,443
+2,213
| +52% | +$152K | 0.02% | 315 |
|
|
2024
Q2 | $241K | Buy |
+4,230
| New | +$241K | 0.01% | 379 |
|