MGWM
Marks Group Wealth Management’s FTI Consulting FCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Buy |
50,207
+938
| +2% | +$151K | 0.75% | 68 |
|
|
2025
Q1 | $8.08M | Buy |
49,269
+15,142
| +44% | +$2.48M | 0.78% | 58 |
|
|
2024
Q4 | $6.52M | Sell |
34,127
-3,997
| -10% | -$764K | 0.64% | 72 |
|
|
2024
Q3 | $8.68M | Buy |
+38,124
| New | +$8.68M | 0.83% | 47 |
|
|
2022
Q2 | – | Sell |
-45,040
| Closed | -$7.08M | – | 296 |
|
|
2022
Q1 | $7.08M | Buy |
45,040
+2,383
| +6% | +$375K | 0.89% | 26 |
|
|
2021
Q4 | $6.55M | Sell |
42,657
-684
| -2% | -$105K | 0.8% | 37 |
|
|
2021
Q3 | $5.85M | Buy |
43,341
+3
| +0% | +$405 | 0.79% | 46 |
|
|
2021
Q2 | $5.93M | Sell |
43,338
-2,915
| -6% | -$399K | 0.81% | 31 |
|
|
2021
Q1 | $6.48M | Buy |
46,253
+19,811
| +75% | +$2.78M | 0.96% | 18 |
|
|
2020
Q4 | $2.95M | Buy |
26,442
+227
| +0.9% | +$25.4K | 0.46% | 95 |
|
|
2020
Q3 | $2.78M | Buy |
+26,215
| New | +$2.78M | 0.5% | 86 |
|