Marks Group Wealth Management’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.2M Buy
2025
Q1
$12.6M Buy
2024
Q4
$12.9M Buy
2024
Q3
$12.2M Buy
2024
Q2
$9.51M Buy
2024
Q1
$10.5M Buy
2023
Q4
$10.1M Buy
2023
Q3
$8.84M Buy
2023
Q2
$8.03M Buy
2023
Q1
$9.53M Sell
2022
Q4
$8.12M Buy
2022
Q3
$7.31M Buy
2022
Q2
$6.95M Buy
2022
Q1
$8.07M Buy
2021
Q4
$8.92M Buy
2021
Q3
$8.64M Sell
2021
Q2
$9M Buy
2021
Q1
$7.07M Buy
2020
Q4
$7.21M Buy
2020
Q3
$5.43M Buy
2020
Q2
$4.88M Sell
2020
Q1
$5.29M Sell
2019
Q4
$4.84M Buy