Creative Planning’s Marcus Corp MCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
15,270
+5,129
| +51% | +$86.5K | ﹤0.01% | 3022 |
|
|
2025
Q1 | $169K | Sell |
10,141
-1,470
| -13% | -$24.5K | ﹤0.01% | 3124 |
|
|
2024
Q4 | $250K | Buy |
11,611
+1,031
| +10% | +$22.2K | ﹤0.01% | 2806 |
|
|
2024
Q3 | $159K | Buy |
+10,580
| New | +$159K | ﹤0.01% | 2909 |
|
|
2024
Q2 | – | Sell |
-10,212
| Closed | -$146K | – | 3049 |
|
|
2024
Q1 | $146K | Buy |
+10,212
| New | +$146K | ﹤0.01% | 2622 |
|
|
2017
Q3 | – | Sell |
-7
| Closed | – | – | 2874 |
|
|
2017
Q2 | $0 | Sell |
7
-341
| -98% | – | ﹤0.01% | 4585 |
|
|
2017
Q1 | $11K | Hold |
348
| – | – | ﹤0.01% | 3488 |
|
|
2016
Q4 | $11K | Sell |
348
-152
| -30% | -$4.81K | ﹤0.01% | 3434 |
|
|
2016
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 3277 |
|
|
2016
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 3144 |
|
|
2016
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 3251 |
|
|
2015
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 3310 |
|
|
2015
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 3174 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$6K | – | 3291 |
|
|
2013
Q2 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 2477 |
|