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 |
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|
2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $9.51M | Buy |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $8.84M | Buy |
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|
2023
Q2 | $8.03M | Buy |
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|
2023
Q1 | $9.53M | Sell |
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|
2022
Q4 | $8.12M | Buy |
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|
2022
Q3 | $7.31M | Buy |
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|
2022
Q2 | $6.95M | Buy |
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|
2022
Q1 | $8.07M | Buy |
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|
2021
Q4 | $8.92M | Buy |
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|
2021
Q3 | $8.64M | Sell |
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|
2021
Q2 | $9M | Buy |
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|
2021
Q1 | $7.07M | Buy |
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|
2020
Q4 | $7.21M | Buy |
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|
2020
Q3 | $5.43M | Buy |
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|
2020
Q2 | $4.88M | Sell |
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|
2020
Q1 | $5.29M | Sell |
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|
2019
Q4 | $4.84M | Buy |
|