Creative Planning’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 | $374K | Sell |
12,189
-235
| -2% | -$7.22K | ﹤0.01% | 2703 |
|
|
2025
Q1 | $428K | Buy |
12,424
+79
| +0.6% | +$2.72K | ﹤0.01% | 2432 |
|
|
2024
Q4 | $472K | Sell |
12,345
-3,344
| -21% | -$128K | ﹤0.01% | 2269 |
|
|
2024
Q3 | $622K | Buy |
15,689
+7,853
| +100% | +$311K | ﹤0.01% | 1920 |
|
|
2024
Q2 | $247K | Buy |
+7,836
| New | +$247K | ﹤0.01% | 2502 |
|
|
2023
Q4 | – | Sell |
-215
| Closed | -$6.31K | – | 2890 |
|
|
2023
Q3 | $6.31K | Buy |
+215
| New | +$6.31K | ﹤0.01% | 2654 |
|
|
2015
Q4 | – | Sell |
-130
| Closed | -$6K | – | 4357 |
|
|
2015
Q3 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 3475 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$19K | – | 2155 |
|
|
2015
Q1 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 2732 |
|