WhitTier Trust Company’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
$68.5K Hold
1,099
﹤0.01% 709
2025
Q1
$64.1K Hold
1,099
﹤0.01% 715
2024
Q4
$81.2K Hold
1,099
﹤0.01% 649
2024
Q3
$75.3K Buy
+1,099
New +$75.3K ﹤0.01% 660