Cresset Asset Management’s Marcus & Millichap MMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-39,939
Closed -$1.74M 1914
2023
Q4
$1.74M Buy
39,939
+6,101
+18% +$266K 0.01% 637
2023
Q3
$1M Buy
33,838
+4,381
+15% +$130K ﹤0.01% 823
2023
Q2
$928K Buy
+29,457
New +$928K ﹤0.01% 848
2019
Q2
Sell
-37
Closed -$2K 1195
2019
Q1
$2K Hold
37
﹤0.01% 1661
2018
Q4
$1K Buy
+37
New +$1K ﹤0.01% 1532