MGWM
Marks Group Wealth Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
25,978
+157
| +0.6% | +$49.3K | 0.76% | 66 |
|
|
2025
Q1 | $7.74M | Buy |
25,821
+560
| +2% | +$168K | 0.75% | 65 |
|
|
2024
Q4 | $8.51M | Buy |
25,261
+171
| +0.7% | +$57.6K | 0.84% | 44 |
|
|
2024
Q3 | $8.01M | Buy |
25,090
+423
| +2% | +$135K | 0.76% | 68 |
|
|
2024
Q2 | $7.3M | Buy |
24,667
+318
| +1% | +$94.1K | 0.77% | 62 |
|
|
2024
Q1 | $7.51M | Buy |
24,349
+325
| +1% | +$100K | 0.78% | 57 |
|
|
2023
Q4 | $6.88M | Sell |
24,024
-214
| -0.9% | -$61.3K | 0.78% | 57 |
|
|
2023
Q3 | $5.68M | Sell |
24,238
-458
| -2% | -$107K | 0.7% | 65 |
|
|
2023
Q2 | $4.84M | Sell |
24,696
-26
| -0.1% | -$5.1K | 0.58% | 76 |
|
|
2023
Q1 | $5.02M | Buy |
24,722
+8,372
| +51% | +$1.7M | 0.64% | 69 |
|
|
2022
Q4 | $3.54M | Sell |
16,350
-180
| -1% | -$39K | 0.48% | 82 |
|
|
2022
Q3 | $3.51M | Buy |
16,530
+344
| +2% | +$73K | 0.53% | 73 |
|
|
2022
Q2 | $3.91M | Sell |
16,186
-369
| -2% | -$89.2K | 0.56% | 74 |
|
|
2022
Q1 | $4.52M | Buy |
16,555
+810
| +5% | +$221K | 0.57% | 72 |
|
|
2021
Q4 | $5.36M | Sell |
15,745
-262
| -2% | -$89.2K | 0.65% | 65 |
|
|
2021
Q3 | $4.15M | Sell |
16,007
-289
| -2% | -$74.9K | 0.56% | 73 |
|
|
2021
Q2 | $4.2M | Sell |
16,296
-255
| -2% | -$65.7K | 0.58% | 80 |
|
|
2021
Q1 | $3.73M | Buy |
16,551
+63
| +0.4% | +$14.2K | 0.55% | 86 |
|
|
2020
Q4 | $3.82M | Buy |
16,488
+419
| +3% | +$97K | 0.59% | 75 |
|
|
2020
Q3 | $2.58M | Buy |
16,069
+700
| +5% | +$112K | 0.47% | 94 |
|
|
2020
Q2 | $2.18M | Buy |
15,369
+5,968
| +63% | +$846K | 0.44% | 97 |
|
|
2020
Q1 | $1.1M | Buy |
9,401
+621
| +7% | +$72.7K | 0.28% | 114 |
|
|
2019
Q4 | $1.33M | Buy |
+8,780
| New | +$1.33M | 0.26% | 124 |
|