Marks Group Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
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|
2025
Q1 | $14.9M | Buy |
|
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|
2024
Q4 | $15.2M | Sell |
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|
2024
Q3 | $14.6M | Buy |
|
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|
2024
Q2 | $12.5M | Buy |
|
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|
2024
Q1 | $12.7M | Buy |
|
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|
2023
Q4 | $13.1M | Buy |
|
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|
2023
Q3 | $12M | Buy |
|
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|
2023
Q2 | $10.9M | Buy |
|
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|
2023
Q1 | $4.29M | Buy |
|
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|
2022
Q4 | $4.07M | Buy |
|
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|
2022
Q3 | $4.02M | Buy |
|
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|
2022
Q2 | $3.81M | Buy |
|
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|
2022
Q1 | $4.24M | Buy |
|
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|
2021
Q4 | $4.36M | Buy |
|
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|
2021
Q3 | $3.54M | Buy |
|
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|
2021
Q2 | $2.94M | Buy |
|
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|
2021
Q1 | $2.63M | Buy |
|
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|
2020
Q4 | $2.62M | Buy |
|
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|
2020
Q3 | $2.44M | Buy |
|
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|
2020
Q2 | $2.31M | Sell |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $2.77M | Buy |
|