MGWM
Marks Group Wealth Management’s Rollins ROL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
29,589
-247
| -0.8% | -$13.9K | 0.16% | 133 |
|
|
2025
Q1 | $1.61M | Buy |
29,836
+912
| +3% | +$49.3K | 0.16% | 138 |
|
|
2024
Q4 | $1.34M | Buy |
28,924
+727
| +3% | +$33.7K | 0.13% | 148 |
|
|
2024
Q3 | $1.43M | Buy |
28,197
+1,065
| +4% | +$53.9K | 0.14% | 147 |
|
|
2024
Q2 | $1.32M | Buy |
27,132
+836
| +3% | +$40.8K | 0.14% | 151 |
|
|
2024
Q1 | $1.22M | Buy |
26,296
+1,215
| +5% | +$56.2K | 0.13% | 154 |
|
|
2023
Q4 | $1.1M | Buy |
25,081
+875
| +4% | +$38.2K | 0.12% | 159 |
|
|
2023
Q3 | $904K | Buy |
24,206
+111
| +0.5% | +$4.14K | 0.11% | 168 |
|
|
2023
Q2 | $1.03M | Sell |
24,095
-27
| -0.1% | -$1.16K | 0.12% | 161 |
|
|
2023
Q1 | $905K | Buy |
24,122
+314
| +1% | +$11.8K | 0.12% | 170 |
|
|
2022
Q4 | $870K | Sell |
23,808
-351
| -1% | -$12.8K | 0.12% | 171 |
|
|
2022
Q3 | $838K | Sell |
24,159
-29,927
| -55% | -$1.04M | 0.13% | 167 |
|
|
2022
Q2 | $1.89M | Buy |
54,086
+1,405
| +3% | +$49.1K | 0.27% | 110 |
|
|
2022
Q1 | $1.85M | Buy |
52,681
+6,461
| +14% | +$226K | 0.23% | 111 |
|
|
2021
Q4 | $1.58M | Buy |
46,220
+2,466
| +6% | +$84.3K | 0.19% | 125 |
|
|
2021
Q3 | $1.55M | Buy |
43,754
+772
| +2% | +$27.3K | 0.21% | 123 |
|
|
2021
Q2 | $1.46M | Buy |
42,982
+1,102
| +3% | +$37.5K | 0.2% | 130 |
|
|
2021
Q1 | $1.44M | Buy |
+41,880
| New | +$1.44M | 0.21% | 126 |
|