Creative Planning’s Newmark Group NMRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $694K | Sell |
57,080
-7,282
| -11% | -$88.5K | ﹤0.01% | 2161 |
|
2025
Q1 | $783K | Buy |
64,362
+18,563
| +41% | +$226K | ﹤0.01% | 1909 |
|
2024
Q4 | $587K | Buy |
45,799
+491
| +1% | +$6.29K | ﹤0.01% | 2073 |
|
2024
Q3 | $704K | Buy |
45,308
+5,915
| +15% | +$91.9K | ﹤0.01% | 1808 |
|
2024
Q2 | $403K | Buy |
39,393
+1,131
| +3% | +$11.6K | ﹤0.01% | 2113 |
|
2024
Q1 | $424K | Buy |
38,262
+767
| +2% | +$8.51K | ﹤0.01% | 1969 |
|
2023
Q4 | $411K | Buy |
37,495
+1,629
| +5% | +$17.9K | ﹤0.01% | 1839 |
|
2023
Q3 | $231K | Buy |
35,866
+623
| +2% | +$4.01K | ﹤0.01% | 2124 |
|
2023
Q2 | $219K | Buy |
35,243
+8,836
| +33% | +$55K | ﹤0.01% | 2136 |
|
2023
Q1 | $187K | Buy |
26,407
+8,475
| +47% | +$60K | ﹤0.01% | 2145 |
|
2022
Q4 | $143K | Buy |
17,932
+4,378
| +32% | +$34.9K | ﹤0.01% | 2086 |
|
2022
Q3 | $109K | Buy |
13,554
+116
| +0.9% | +$933 | ﹤0.01% | 1998 |
|
2022
Q2 | $130K | Sell |
13,438
-2,935
| -18% | -$28.4K | ﹤0.01% | 1933 |
|
2022
Q1 | $261K | Buy |
16,373
+1,577
| +11% | +$25.1K | ﹤0.01% | 1721 |
|
2021
Q4 | $277K | Buy |
14,796
+2,046
| +16% | +$38.3K | ﹤0.01% | 1675 |
|
2021
Q3 | $182K | Buy |
12,750
+30
| +0.2% | +$428 | ﹤0.01% | 1872 |
|
2021
Q2 | $153K | Sell |
12,720
-100
| -0.8% | -$1.2K | ﹤0.01% | 1821 |
|
2021
Q1 | $128K | Hold |
12,820
| – | – | ﹤0.01% | 2148 |
|
2020
Q4 | $93K | Sell |
12,820
-1,855
| -13% | -$13.5K | ﹤0.01% | 1975 |
|
2020
Q3 | $63K | Hold |
14,675
| – | – | ﹤0.01% | 1837 |
|
2020
Q2 | $71K | Buy |
14,675
+4,407
| +43% | +$21.3K | ﹤0.01% | 1688 |
|
2020
Q1 | $44K | Buy |
+10,268
| New | +$44K | ﹤0.01% | 1621 |
|
2019
Q3 | – | Sell |
-13,603
| Closed | -$122K | – | 1919 |
|
2019
Q2 | $122K | Sell |
13,603
-3,380
| -20% | -$30.3K | ﹤0.01% | 1711 |
|
2019
Q1 | $142K | Buy |
16,983
+6,005
| +55% | +$50.2K | ﹤0.01% | 1633 |
|
2018
Q4 | $88K | Buy |
+10,978
| New | +$88K | ﹤0.01% | 1633 |
|