Advisornet Financial’s The RMR Group RMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$206 Hold
13
﹤0.01% 2167
2025
Q4
$193 Hold
13
﹤0.01% 2167
2025
Q3
$199 Buy
13
+1
+8% +$17 ﹤0.01% 2160
2025
Q2
$201 Hold
12
﹤0.01% 2147
2025
Q1
$199 Hold
12
﹤0.01% 2076
2024
Q4
$240 Buy
12
+1
+9% +$23 ﹤0.01% 1867
2024
Q3
$290 Sell
11
-2
-15% -$49 ﹤0.01% 2081
2024
Q2
$298 Sell
13
-18
-58% -$421 ﹤0.01% 2000
2024
Q1
$744 Hold
31
﹤0.01% 1839
2023
Q4
$875 Hold
31
﹤0.01% 1922
2023
Q3
$760 Hold
31
﹤0.01% 1870
2023
Q2
$718 Hold
31
﹤0.01% 1969
2023
Q1
$813 Hold
31
﹤0.01% 1943
2022
Q4
$876 Hold
31
﹤0.01% 1876
2022
Q3
$1K Sell
31
-4
-11% -$109 ﹤0.01% 1811
2022
Q2
$1K Sell
35
-9
-20% -$259 ﹤0.01% 1827
2022
Q1
$1K Hold
44
﹤0.01% 1926
2021
Q4
$2K Hold
44
﹤0.01% 1844
2021
Q3
$1K Hold
44
﹤0.01% 1835
2021
Q2
$2K Hold
44
﹤0.01% 1707
2021
Q1
$2K Sell
44
-2
-4% -$79 ﹤0.01% 1652
2020
Q4
$2K Hold
46
﹤0.01% 1559
2020
Q3
$1K Sell
46
-15
-25% -$435 ﹤0.01% 1670
2020
Q2
$2K Sell
61
-5
-8% -$145 ﹤0.01% 1616
2020
Q1
$2K Hold
66
﹤0.01% 1592
2019
Q4
$3K Sell
66
-18
-21% -$835 ﹤0.01% 1634
2019
Q3
$4K Buy
84
+31
+58% +$1.46K ﹤0.01% 1602
2019
Q2
$2K Sell
53
-4
-7% -$215 ﹤0.01% 1532
2019
Q1
$3K Buy
57
+15
+36% +$988 ﹤0.01% 1385
2018
Q4
$2K Hold
42
﹤0.01% 1358
2018
Q3
$4K Sell
42
-71
-63% -$6.24K ﹤0.01% 1311
2018
Q2
$9K Buy
113
+45
+66% +$3.46K ﹤0.01% 1174
2018
Q1
$5K Buy
68
+9
+15% +$579 ﹤0.01% 1221
2017
Q4
$3K Buy
+59
New +$3.32K ﹤0.01% 1155

Other funds holding RMR