MGWM
Marks Group Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
38,421
+426
| +1% | +$116K | 0.97% | 16 |
|
|
2025
Q1 | $10.2M | Sell |
37,995
-205
| -0.5% | -$55K | 0.98% | 15 |
|
|
2024
Q4 | $12.8M | Buy |
38,200
+100
| +0.3% | +$33.4K | 1.26% | 13 |
|
|
2024
Q3 | $10.4M | Buy |
38,100
+1,837
| +5% | +$503K | 1% | 14 |
|
|
2024
Q2 | $9.32M | Buy |
36,263
+768
| +2% | +$197K | 0.98% | 16 |
|
|
2024
Q1 | $10.7M | Buy |
35,495
+275
| +0.8% | +$82.8K | 1.12% | 13 |
|
|
2023
Q4 | $9.27M | Buy |
35,220
+257
| +0.7% | +$67.6K | 1.06% | 12 |
|
|
2023
Q3 | $7.09M | Sell |
34,963
-395
| -1% | -$80.1K | 0.88% | 34 |
|
|
2023
Q2 | $7.47M | Sell |
35,358
-256
| -0.7% | -$54.1K | 0.89% | 32 |
|
|
2023
Q1 | $7.11M | Buy |
35,614
+8,056
| +29% | +$1.61M | 0.91% | 29 |
|
|
2022
Q4 | $3.65M | Buy |
27,558
+1,058
| +4% | +$140K | 0.5% | 80 |
|
|
2022
Q3 | $3.81M | Buy |
26,500
+659
| +3% | +$94.8K | 0.58% | 71 |
|
|
2022
Q2 | $4.27M | Buy |
25,841
+1,845
| +8% | +$305K | 0.62% | 69 |
|
|
2022
Q1 | $5.1M | Buy |
23,996
+2,818
| +13% | +$598K | 0.64% | 67 |
|
|
2021
Q4 | $5.4M | Buy |
21,178
+345
| +2% | +$87.9K | 0.66% | 64 |
|
|
2021
Q3 | $5.66M | Buy |
20,833
+282
| +1% | +$76.6K | 0.77% | 50 |
|
|
2021
Q2 | $5.02M | Buy |
20,551
+499
| +2% | +$122K | 0.69% | 71 |
|
|
2021
Q1 | $4.26M | Buy |
20,052
+1,204
| +6% | +$256K | 0.63% | 74 |
|
|
2020
Q4 | $4.19M | Buy |
18,848
+780
| +4% | +$174K | 0.65% | 70 |
|
|
2020
Q3 | $4.54M | Buy |
18,068
+679
| +4% | +$171K | 0.82% | 50 |
|
|
2020
Q2 | $3.25M | Buy |
17,389
+8,046
| +86% | +$1.5M | 0.66% | 74 |
|
|
2020
Q1 | $1.34M | Buy |
9,343
+395
| +4% | +$56.8K | 0.35% | 108 |
|
|
2019
Q4 | $1.46M | Buy |
+8,948
| New | +$1.46M | 0.29% | 118 |
|