MGWM
Marks Group Wealth Management’s CRH CRH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,329
| Closed | -$909K | – | 299 |
|
|
2025
Q1 | $909K | Sell |
10,329
-917
| -8% | -$80.7K | 0.09% | 191 |
|
|
2024
Q4 | $1.04M | Sell |
11,246
-614
| -5% | -$56.8K | 0.1% | 168 |
|
|
2024
Q3 | $1.1M | Sell |
11,860
-500
| -4% | -$46.4K | 0.11% | 172 |
|
|
2024
Q2 | $927K | Sell |
12,360
-641
| -5% | -$48.1K | 0.1% | 173 |
|
|
2024
Q1 | $1.12M | Buy |
13,001
+754
| +6% | +$65K | 0.12% | 161 |
|
|
2023
Q4 | $847K | Sell |
12,247
-256
| -2% | -$17.7K | 0.1% | 179 |
|
|
2023
Q3 | $684K | Buy |
12,503
+1,347
| +12% | +$73.7K | 0.08% | 186 |
|
|
2023
Q2 | $622K | Sell |
11,156
-2,153
| -16% | -$120K | 0.07% | 194 |
|
|
2023
Q1 | $677K | Sell |
13,309
-3,368
| -20% | -$171K | 0.09% | 186 |
|
|
2022
Q4 | $664K | Sell |
16,677
-1,141
| -6% | -$45.4K | 0.09% | 186 |
|
|
2022
Q3 | $575K | Sell |
17,818
-1,428
| -7% | -$46.1K | 0.09% | 188 |
|
|
2022
Q2 | $671K | Sell |
19,246
-672
| -3% | -$23.4K | 0.1% | 192 |
|
|
2022
Q1 | $798K | Buy |
19,918
+3,453
| +21% | +$138K | 0.1% | 189 |
|
|
2021
Q4 | $863K | Buy |
16,465
+7,740
| +89% | +$406K | 0.11% | 189 |
|
|
2021
Q3 | $405K | Buy |
+8,725
| New | +$405K | 0.05% | 220 |
|