MGWM
Marks Group Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
22,844
+528
| +2% | +$305K | 1.23% | 11 |
|
|
2025
Q1 | $12.6M | Buy |
22,316
+753
| +3% | +$426K | 1.21% | 10 |
|
|
2024
Q4 | $12.9M | Buy |
21,563
+598
| +3% | +$359K | 1.27% | 12 |
|
|
2024
Q3 | $12.2M | Buy |
20,965
+1,220
| +6% | +$711K | 1.17% | 12 |
|
|
2024
Q2 | $9.51M | Buy |
19,745
+1,087
| +6% | +$524K | 1% | 15 |
|
|
2024
Q1 | $10.5M | Buy |
18,658
+866
| +5% | +$485K | 1.09% | 15 |
|
|
2023
Q4 | $10.1M | Buy |
17,792
+558
| +3% | +$316K | 1.15% | 11 |
|
|
2023
Q3 | $8.84M | Buy |
17,234
+113
| +0.7% | +$58K | 1.09% | 10 |
|
|
2023
Q2 | $8.03M | Buy |
17,121
+91
| +0.5% | +$42.7K | 0.96% | 15 |
|
|
2023
Q1 | $9.53M | Sell |
17,030
-429
| -2% | -$240K | 1.22% | 8 |
|
|
2022
Q4 | $8.12M | Buy |
17,459
+134
| +0.8% | +$62.3K | 1.11% | 9 |
|
|
2022
Q3 | $7.31M | Buy |
17,325
+455
| +3% | +$192K | 1.11% | 8 |
|
|
2022
Q2 | $6.95M | Buy |
16,870
+821
| +5% | +$338K | 1% | 15 |
|
|
2022
Q1 | $8.07M | Buy |
16,049
+1,521
| +10% | +$765K | 1.01% | 11 |
|
|
2021
Q4 | $8.92M | Buy |
14,528
+307
| +2% | +$188K | 1.09% | 13 |
|
|
2021
Q3 | $8.64M | Sell |
14,221
-2,650
| -16% | -$1.61M | 1.17% | 10 |
|
|
2021
Q2 | $9M | Buy |
16,871
+9
| +0.1% | +$4.8K | 1.24% | 9 |
|
|
2021
Q1 | $7.07M | Buy |
16,862
+704
| +4% | +$295K | 1.05% | 13 |
|
|
2020
Q4 | $7.22M | Buy |
16,158
+941
| +6% | +$420K | 1.12% | 12 |
|
|
2020
Q3 | $5.43M | Buy |
15,217
+583
| +4% | +$208K | 0.98% | 12 |
|
|
2020
Q2 | $4.88M | Sell |
14,634
-3,640
| -20% | -$1.21M | 0.99% | 13 |
|
|
2020
Q1 | $5.29M | Sell |
18,274
-466
| -2% | -$135K | 1.37% | 4 |
|
|
2019
Q4 | $4.84M | Buy |
+18,740
| New | +$4.84M | 0.95% | 27 |
|