LPL Financial’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 | $728K | Buy |
23,714
+4,636
| +24% | +$142K | ﹤0.01% | 3993 |
|
|
2025
Q1 | $657K | Buy |
19,078
+5,822
| +44% | +$201K | ﹤0.01% | 3866 |
|
|
2024
Q4 | $507K | Buy |
13,256
+1,999
| +18% | +$76.5K | ﹤0.01% | 4015 |
|
|
2024
Q3 | $446K | Buy |
11,257
+517
| +5% | +$20.5K | ﹤0.01% | 4026 |
|
|
2024
Q2 | $339K | Buy |
10,740
+457
| +4% | +$14.4K | ﹤0.01% | 4103 |
|
|
2024
Q1 | $351K | Buy |
10,283
+280
| +3% | +$9.57K | ﹤0.01% | 4016 |
|
|
2023
Q4 | $437K | Buy |
10,003
+1,090
| +12% | +$47.6K | ﹤0.01% | 3726 |
|
|
2023
Q3 | $262K | Buy |
8,913
+810
| +10% | +$23.8K | ﹤0.01% | 3988 |
|
|
2023
Q2 | $255K | Buy |
8,103
+361
| +5% | +$11.4K | ﹤0.01% | 3933 |
|
|
2023
Q1 | $249K | Buy |
7,742
+787
| +11% | +$25.3K | ﹤0.01% | 3861 |
|
|
2022
Q4 | $240K | Buy |
6,955
+694
| +11% | +$23.9K | ﹤0.01% | 3819 |
|
|
2022
Q3 | $205K | Buy |
6,261
+95
| +2% | +$3.11K | ﹤0.01% | 3878 |
|
|
2022
Q2 | $228K | Sell |
6,166
-1,659
| -21% | -$61.3K | ﹤0.01% | 3817 |
|
|
2022
Q1 | $412K | Buy |
7,825
+54
| +0.7% | +$2.84K | ﹤0.01% | 3330 |
|
|
2021
Q4 | $400K | Buy |
+7,771
| New | +$400K | ﹤0.01% | 3455 |
|