MGWM
Marks Group Wealth Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,030
| Closed | -$3.02M | – | 304 |
|
|
2023
Q4 | $3.02M | Sell |
36,030
-51,296
| -59% | -$4.3M | 0.34% | 93 |
|
|
2023
Q3 | $6.52M | Sell |
87,326
-161
| -0.2% | -$12K | 0.81% | 50 |
|
|
2023
Q2 | $7.39M | Sell |
87,487
-3,526
| -4% | -$298K | 0.88% | 36 |
|
|
2023
Q1 | $7.16M | Sell |
91,013
-461
| -0.5% | -$36.3K | 0.92% | 26 |
|
|
2022
Q4 | $6.71M | Buy |
91,474
+37,482
| +69% | +$2.75M | 0.92% | 26 |
|
|
2022
Q3 | $3.13M | Sell |
53,992
-35,739
| -40% | -$2.07M | 0.48% | 79 |
|
|
2022
Q2 | $5.61M | Buy |
89,731
+7,818
| +10% | +$489K | 0.81% | 49 |
|
|
2022
Q1 | $6.14M | Buy |
81,913
+10,013
| +14% | +$750K | 0.77% | 47 |
|
|
2021
Q4 | $5.7M | Buy |
71,900
+8,973
| +14% | +$712K | 0.7% | 60 |
|
|
2021
Q3 | $5.22M | Buy |
62,927
+777
| +1% | +$64.4K | 0.71% | 62 |
|
|
2021
Q2 | $5.48M | Sell |
62,150
-2,990
| -5% | -$263K | 0.75% | 60 |
|
|
2021
Q1 | $5.81M | Buy |
65,140
+1,929
| +3% | +$172K | 0.86% | 32 |
|
|
2020
Q4 | $4.63M | Buy |
63,211
+539
| +0.9% | +$39.4K | 0.72% | 61 |
|
|
2020
Q3 | $4.29M | Sell |
62,672
-965
| -2% | -$66K | 0.77% | 59 |
|
|
2020
Q2 | $4.49M | Sell |
63,637
-595
| -0.9% | -$41.9K | 0.91% | 28 |
|
|
2020
Q1 | $3.75M | Buy |
64,232
+24,530
| +62% | +$1.43M | 0.97% | 20 |
|
|
2019
Q4 | $2.95M | Buy |
+39,702
| New | +$2.95M | 0.58% | 77 |
|