IFP Advisors’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 | – | Hold |
0
| – | -$69 | – | 3916 |
|
|
2025
Q1 | – | Hold |
0
| – | -$77 | – | 3953 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4124 |
|
|
2024
Q1 | – | Sell |
-248
| Closed | -$10.8K | – | 3200 |
|
|
2023
Q4 | $10.8K | Buy |
248
+124
| +100% | +$5.42K | ﹤0.01% | 2162 |
|
|
2023
Q3 | $3.64K | Hold |
124
| – | – | ﹤0.01% | 2632 |
|
|
2023
Q2 | $3.91K | Buy |
124
+38
| +44% | +$1.2K | ﹤0.01% | 2630 |
|
|
2023
Q1 | $3.2K | Sell |
86
-13
| -13% | -$483 | ﹤0.01% | 2741 |
|
|
2022
Q4 | $14K | Sell |
99
-34
| -26% | -$4.81K | ﹤0.01% | 3163 |
|
|
2022
Q3 | $22K | Sell |
133
-2
| -1% | -$331 | ﹤0.01% | 3003 |
|
|
2022
Q2 | $22K | Hold |
135
| – | – | ﹤0.01% | 2762 |
|
|
2022
Q1 | $22K | Buy |
135
+49
| +57% | +$7.99K | ﹤0.01% | 2762 |
|
|
2021
Q4 | $4K | Sell |
86
-78
| -48% | -$3.63K | ﹤0.01% | 2534 |
|
|
2021
Q3 | $7K | Hold |
164
| – | – | ﹤0.01% | 2371 |
|
|
2021
Q2 | $6K | Hold |
164
| – | – | ﹤0.01% | 2396 |
|
|
2021
Q1 | $6K | Sell |
164
-172
| -51% | -$6.29K | ﹤0.01% | 2333 |
|
|
2020
Q4 | $12K | Hold |
336
| – | – | ﹤0.01% | 1990 |
|
|
2020
Q3 | $10K | Hold |
336
| – | – | ﹤0.01% | 1896 |
|
|
2020
Q2 | $10K | Sell |
336
-37
| -10% | -$1.1K | ﹤0.01% | 1815 |
|
|
2020
Q1 | $11K | Sell |
373
-78
| -17% | -$2.3K | ﹤0.01% | 1720 |
|
|
2019
Q4 | $16K | Sell |
451
-25
| -5% | -$887 | ﹤0.01% | 1721 |
|
|
2019
Q3 | $17K | Buy |
+476
| New | +$17K | ﹤0.01% | 1833 |
|
|
2019
Q1 | – | Sell |
-571
| Closed | -$20K | – | 2981 |
|
|
2018
Q4 | $20K | Buy |
571
+102
| +22% | +$3.57K | ﹤0.01% | 2110 |
|
|
2018
Q3 | $16K | Hold |
469
| – | – | ﹤0.01% | 2557 |
|
|
2018
Q2 | $18K | Buy |
469
+228
| +95% | +$8.75K | ﹤0.01% | 2497 |
|
|
2018
Q1 | $8K | Hold |
241
| – | – | ﹤0.01% | 2928 |
|
|
2017
Q4 | $8K | Buy |
241
+133
| +123% | +$4.42K | ﹤0.01% | 2925 |
|
|
2017
Q3 | $3K | Buy |
+108
| New | +$3K | ﹤0.01% | 3589 |
|