Allworth Financial’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645 | Sell |
21
-14
| -40% | -$430 | ﹤0.01% | 4063 |
|
|
2025
Q1 | $1.08K | Buy |
35
+22
| +169% | +$679 | ﹤0.01% | 3432 |
|
|
2024
Q4 | $478 | Sell |
13
-29
| -69% | -$1.07K | ﹤0.01% | 3612 |
|
|
2024
Q3 | $1.67K | Buy |
42
+32
| +320% | +$1.27K | ﹤0.01% | 3033 |
|
|
2024
Q2 | $375 | Buy |
+10
| New | +$375 | ﹤0.01% | 3445 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 3126 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2928 |
|
|
2017
Q1 | – | Sell |
-175
| Closed | -$5K | – | 801 |
|
|
2016
Q4 | $5K | Hold |
175
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 503 |
|