MGWM
Marks Group Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.6M | Sell |
4,705
-166
| -3% | -$303K | 0.8% | 53 |
|
|
2025
Q1 | $8.98M | Sell |
4,871
-72
| -1% | -$133K | 0.86% | 33 |
|
|
2024
Q4 | $9.84M | Sell |
4,943
-149
| -3% | -$297K | 0.97% | 19 |
|
|
2024
Q3 | $9.9M | Sell |
5,092
-1,058
| -17% | -$2.06M | 0.94% | 18 |
|
|
2024
Q2 | $9.16M | Sell |
6,150
-62
| -1% | -$92.3K | 0.96% | 17 |
|
|
2024
Q1 | $7.76M | Buy |
6,212
+94
| +2% | +$117K | 0.81% | 51 |
|
|
2023
Q4 | $7.12M | Sell |
6,118
-263
| -4% | -$306K | 0.81% | 54 |
|
|
2023
Q3 | $5.54M | Sell |
6,381
-405
| -6% | -$352K | 0.69% | 69 |
|
|
2023
Q2 | $5.49M | Sell |
6,786
-253
| -4% | -$205K | 0.65% | 68 |
|
|
2023
Q1 | $4.95M | Sell |
7,039
-77
| -1% | -$54.1K | 0.63% | 70 |
|
|
2022
Q4 | $4.26M | Sell |
7,116
-16
| -0.2% | -$9.58K | 0.58% | 74 |
|
|
2022
Q3 | $2.94M | Buy |
7,132
+51
| +0.7% | +$21K | 0.45% | 80 |
|
|
2022
Q2 | $2.84M | Sell |
7,081
-2,909
| -29% | -$1.17M | 0.41% | 87 |
|
|
2022
Q1 | $4.66M | Buy |
9,990
+899
| +10% | +$419K | 0.59% | 71 |
|
|
2021
Q4 | $3.94M | Buy |
9,091
+699
| +8% | +$303K | 0.48% | 75 |
|
|
2021
Q3 | $3.36M | Buy |
8,392
+413
| +5% | +$165K | 0.45% | 81 |
|
|
2021
Q2 | $4.13M | Buy |
7,979
+139
| +2% | +$71.9K | 0.57% | 81 |
|
|
2021
Q1 | $3.77M | Buy |
7,840
+410
| +6% | +$197K | 0.56% | 84 |
|
|
2020
Q4 | $3.8M | Buy |
7,430
+496
| +7% | +$253K | 0.59% | 77 |
|
|
2020
Q3 | $2.95M | Buy |
6,934
+401
| +6% | +$171K | 0.53% | 83 |
|
|
2020
Q2 | $2.74M | Buy |
6,533
+631
| +11% | +$265K | 0.56% | 81 |
|
|
2020
Q1 | $1.82M | Buy |
5,902
+201
| +4% | +$62.1K | 0.47% | 91 |
|
|
2019
Q4 | $2.14M | Buy |
+5,701
| New | +$2.14M | 0.42% | 98 |
|