LPL Financial’s Marcus & Millichap MMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$728K Buy
2025
Q1
$657K Buy
2024
Q4
$507K Buy
2024
Q3
$446K Buy
2024
Q2
$339K Buy
2024
Q1
$351K Buy
2023
Q4
$437K Buy
2023
Q3
$262K Buy
2023
Q2
$255K Buy
2023
Q1
$249K Buy
2022
Q4
$240K Buy
2022
Q3
$205K Buy
2022
Q2
$228K Sell
2022
Q1
$412K Buy
2021
Q4
$400K Buy