Carson Wealth (CWM LLC)’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96K | Buy |
|
|||||
|
2025
Q2 | $25K | Buy |
|
|||||
|
2025
Q1 | $19K | Buy |
|
|||||
|
2024
Q4 | $10K | Buy |
|
|||||
|
2024
Q3 | $5K | Buy |
|
|||||
|
2024
Q2 | $1K | Sell |
|
|||||
|
2024
Q1 | $1K | Buy |
|
|||||
|
2023
Q4 | $1K | Sell |
|
|||||
|
2023
Q3 | $1K | Hold |
|
|||||
|
2023
Q2 | $1K | Sell |
|
|||||
|
2023
Q1 | $3K | Buy |
|
|||||
|
2022
Q4 | $0 | Sell |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $6K | Buy |
|