Heritage Family Offices’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	$262K	Hold	7,586	–	–	0.13%	142
2025 Q1	$261K	Buy	7,586 +556	+8%	+$19.2K	0.13%	139
2024 Q4	$269K	Buy	7,030 +464	+7%	+$17.8K	0.13%	138
2024 Q3	$260K	Sell	6,566 -1	-0%	-$40	0.13%	147
2024 Q2	$207K	Buy	+6,567	New	+$207K	0.11%	159