Jones Financial Companies’s Marcus & Millichap MMI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$404	Buy	+13	New	+$404	﹤0.01%	3837
2025 Q1	–	Sell	-14	Closed	-$536	–	3801
2024 Q4	$536	Buy	14 +3	+27%	+$115	﹤0.01%	3221
2024 Q3	$435	Buy	+11	New	+$435	﹤0.01%	2902