MGWM
Marks Group Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
33,418
+568
| +2% | +$254K | 1.39% | 9 |
|
|
2025
Q1 | $14.9M | Buy |
32,850
+1,285
| +4% | +$584K | 1.44% | 7 |
|
|
2024
Q4 | $15.2M | Sell |
31,565
-256
| -0.8% | -$123K | 1.49% | 8 |
|
|
2024
Q3 | $14.6M | Buy |
31,821
+1,279
| +4% | +$588K | 1.4% | 8 |
|
|
2024
Q2 | $12.5M | Buy |
30,542
+2,495
| +9% | +$1.02M | 1.31% | 9 |
|
|
2024
Q1 | $12.7M | Buy |
28,047
+557
| +2% | +$253K | 1.33% | 10 |
|
|
2023
Q4 | $13.1M | Buy |
27,490
+67
| +0.2% | +$32K | 1.49% | 7 |
|
|
2023
Q3 | $12M | Buy |
27,423
+110
| +0.4% | +$48.1K | 1.48% | 7 |
|
|
2023
Q2 | $10.9M | Buy |
27,313
+16,967
| +164% | +$6.8M | 1.3% | 8 |
|
|
2023
Q1 | $4.29M | Buy |
10,346
+192
| +2% | +$79.7K | 0.55% | 77 |
|
|
2022
Q4 | $4.07M | Buy |
10,154
+112
| +1% | +$44.9K | 0.56% | 76 |
|
|
2022
Q3 | $4.02M | Buy |
10,042
+122
| +1% | +$48.8K | 0.61% | 68 |
|
|
2022
Q2 | $3.82M | Buy |
9,920
+150
| +2% | +$57.7K | 0.55% | 75 |
|
|
2022
Q1 | $4.24M | Buy |
9,770
+710
| +8% | +$308K | 0.53% | 77 |
|
|
2021
Q4 | $4.36M | Buy |
9,060
+118
| +1% | +$56.8K | 0.53% | 72 |
|
|
2021
Q3 | $3.54M | Buy |
8,942
+168
| +2% | +$66.6K | 0.48% | 78 |
|
|
2021
Q2 | $2.94M | Buy |
8,774
+287
| +3% | +$96.2K | 0.4% | 102 |
|
|
2021
Q1 | $2.63M | Buy |
8,487
+620
| +8% | +$192K | 0.39% | 99 |
|
|
2020
Q4 | $2.62M | Buy |
7,867
+579
| +8% | +$193K | 0.41% | 99 |
|
|
2020
Q3 | $2.44M | Buy |
7,288
+352
| +5% | +$118K | 0.44% | 96 |
|
|
2020
Q2 | $2.31M | Sell |
6,936
-3,925
| -36% | -$1.3M | 0.47% | 95 |
|
|
2020
Q1 | $2.83M | Buy |
10,861
+518
| +5% | +$135K | 0.73% | 65 |
|
|
2019
Q4 | $2.78M | Buy |
+10,343
| New | +$2.78M | 0.55% | 89 |
|