Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Buy |
209,908
+90,737
| +76% | +$2.79M | ﹤0.01% | 2032 |
|
|
2025
Q1 | $4.11M | Buy |
119,171
+4,495
| +4% | +$155K | ﹤0.01% | 2263 |
|
|
2024
Q4 | $4.39M | Buy |
114,676
+3,776
| +3% | +$144K | ﹤0.01% | 2193 |
|
|
2024
Q3 | $4.39M | Buy |
110,900
+332
| +0.3% | +$13.2K | ﹤0.01% | 2179 |
|
|
2024
Q2 | $3.49M | Buy |
110,568
+137
| +0.1% | +$4.32K | ﹤0.01% | 2267 |
|
|
2024
Q1 | $3.77M | Buy |
110,431
+17,469
| +19% | +$597K | ﹤0.01% | 2176 |
|
|
2023
Q4 | $4.06M | Buy |
92,962
+882
| +1% | +$38.5K | ﹤0.01% | 2029 |
|
|
2023
Q3 | $2.7M | Buy |
92,080
+30,737
| +50% | +$902K | ﹤0.01% | 2200 |
|
|
2023
Q2 | $1.93M | Sell |
61,343
-223,856
| -78% | -$7.05M | ﹤0.01% | 2305 |
|
|
2023
Q1 | $1.81M | Buy |
285,199
+225,155
| +375% | +$1.43M | ﹤0.01% | 2258 |
|
|
2022
Q4 | $2.07M | Buy |
60,044
+243
| +0.4% | +$8.37K | ﹤0.01% | 2144 |
|
|
2022
Q3 | $1.96M | Buy |
59,801
+6,178
| +12% | +$202K | ﹤0.01% | 2102 |
|
|
2022
Q2 | $1.98M | Sell |
53,623
-4,187
| -7% | -$155K | ﹤0.01% | 2110 |
|
|
2022
Q1 | $3.05M | Buy |
57,810
+4,584
| +9% | +$241K | ﹤0.01% | 1936 |
|
|
2021
Q4 | $2.74M | Buy |
53,226
+6,164
| +13% | +$317K | ﹤0.01% | 1963 |
|
|
2021
Q3 | $1.91M | Buy |
47,062
+4,273
| +10% | +$174K | ﹤0.01% | 2115 |
|
|
2021
Q2 | $1.66M | Buy |
42,789
+432
| +1% | +$16.8K | ﹤0.01% | 2180 |
|
|
2021
Q1 | $1.43M | Buy |
42,357
+408
| +1% | +$13.7K | ﹤0.01% | 2162 |
|
|
2020
Q4 | $1.56M | Sell |
41,949
-2,632
| -6% | -$98K | ﹤0.01% | 1912 |
|
|
2020
Q3 | $1.23M | Sell |
44,581
-1,669
| -4% | -$45.9K | ﹤0.01% | 1900 |
|
|
2020
Q2 | $1.34M | Sell |
46,250
-3,442
| -7% | -$99.4K | ﹤0.01% | 1797 |
|
|
2020
Q1 | $1.35M | Sell |
49,692
-6,026
| -11% | -$163K | ﹤0.01% | 1640 |
|
|
2019
Q4 | $2.08M | Sell |
55,718
-618
| -1% | -$23K | ﹤0.01% | 1589 |
|
|
2019
Q3 | $2M | Sell |
56,336
-1,479
| -3% | -$52.5K | ﹤0.01% | 1541 |
|
|
2019
Q2 | $1.78M | Sell |
57,815
-1,553
| -3% | -$47.9K | ﹤0.01% | 1621 |
|
|
2019
Q1 | $2.42M | Buy |
59,368
+1,090
| +2% | +$44.4K | ﹤0.01% | 1376 |
|
|
2018
Q4 | $2M | Buy |
+58,278
| New | +$2M | ﹤0.01% | 1341 |
|
|
2018
Q3 | – | Sell |
-8,117
| Closed | -$317K | – | 2069 |
|
|
2018
Q2 | $317K | Buy |
+8,117
| New | +$317K | ﹤0.01% | 1485 |
|
|
2018
Q1 | – | Sell |
-17,474
| Closed | -$569K | – | 2913 |
|
|
2017
Q4 | $569K | Buy |
17,474
+1,540
| +10% | +$50.1K | ﹤0.01% | 1424 |
|
|
2017
Q3 | $429K | Buy |
15,934
+3,502
| +28% | +$94.3K | ﹤0.01% | 1536 |
|
|
2017
Q2 | $327K | Buy |
+12,432
| New | +$327K | ﹤0.01% | 1686 |
|
|
2017
Q1 | – | Sell |
-910
| Closed | -$25K | – | 3143 |
|
|
2016
Q4 | $25K | Sell |
910
-185
| -17% | -$5.08K | ﹤0.01% | 2617 |
|
|
2016
Q3 | $29K | Buy |
1,095
+42
| +4% | +$1.11K | ﹤0.01% | 2744 |
|
|
2016
Q2 | $27K | Buy |
+1,053
| New | +$27K | ﹤0.01% | 2912 |
|
|
2015
Q4 | – | Sell |
-1,674
| Closed | -$77K | – | 3045 |
|
|
2015
Q3 | $77K | Buy |
+1,674
| New | +$77K | ﹤0.01% | 2457 |
|