Carson Wealth (CWM LLC)’s Marcus & Millichap MMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
816
+277
| +51% | +$8.49K | ﹤0.01% | 3771 |
|
|
2025
Q1 | $19K | Buy |
539
+279
| +107% | +$9.84K | ﹤0.01% | 3712 |
|
|
2024
Q4 | $10K | Buy |
260
+134
| +106% | +$5.15K | ﹤0.01% | 3877 |
|
|
2024
Q3 | $5K | Buy |
126
+104
| +473% | +$4.13K | ﹤0.01% | 4110 |
|
|
2024
Q2 | $1K | Sell |
22
-2
| -8% | -$91 | ﹤0.01% | 4418 |
|
|
2024
Q1 | $1K | Buy |
24
+11
| +85% | +$458 | ﹤0.01% | 4162 |
|
|
2023
Q4 | $1K | Sell |
13
-9
| -41% | -$692 | ﹤0.01% | 3975 |
|
|
2023
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 4013 |
|
|
2023
Q2 | $1K | Sell |
22
-81
| -79% | -$3.68K | ﹤0.01% | 3994 |
|
|
2023
Q1 | $3K | Buy |
103
+94
| +1,044% | +$2.74K | ﹤0.01% | 3530 |
|
|
2022
Q4 | $0 | Sell |
9
-11
| -55% | – | ﹤0.01% | 4128 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 3687 |
|
|
2022
Q2 | – | Sell |
-115
| Closed | -$6K | – | 3966 |
|
|
2022
Q1 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 2757 |
|