MGWM
Marks Group Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76M | Buy |
18,511
+62
| +0.3% | +$32.7K | 0.91% | 23 |
|
|
2025
Q1 | $9.37M | Buy |
18,449
+452
| +3% | +$230K | 0.9% | 25 |
|
|
2024
Q4 | $8.96M | Buy |
17,997
+358
| +2% | +$178K | 0.88% | 35 |
|
|
2024
Q3 | $9.11M | Buy |
17,639
+201
| +1% | +$104K | 0.87% | 37 |
|
|
2024
Q2 | $7.78M | Buy |
17,438
+530
| +3% | +$236K | 0.82% | 50 |
|
|
2024
Q1 | $7.19M | Buy |
16,908
+677
| +4% | +$288K | 0.75% | 61 |
|
|
2023
Q4 | $7.15M | Buy |
16,231
+437
| +3% | +$193K | 0.81% | 50 |
|
|
2023
Q3 | $5.77M | Sell |
15,794
-99
| -0.6% | -$36.2K | 0.71% | 63 |
|
|
2023
Q2 | $6.37M | Sell |
15,893
-46
| -0.3% | -$18.4K | 0.76% | 59 |
|
|
2023
Q1 | $5.5M | Buy |
15,939
+174
| +1% | +$60K | 0.7% | 65 |
|
|
2022
Q4 | $5.28M | Buy |
15,765
+249
| +2% | +$83.4K | 0.72% | 61 |
|
|
2022
Q3 | $4.74M | Buy |
15,516
+2,990
| +24% | +$913K | 0.72% | 62 |
|
|
2022
Q2 | $4.22M | Buy |
12,526
+450
| +4% | +$152K | 0.61% | 70 |
|
|
2022
Q1 | $4.95M | Buy |
12,076
+1,039
| +9% | +$426K | 0.62% | 68 |
|
|
2021
Q4 | $5.21M | Buy |
11,037
+43
| +0.4% | +$20.3K | 0.63% | 66 |
|
|
2021
Q3 | $4.68M | Buy |
10,994
+22
| +0.2% | +$9.37K | 0.63% | 69 |
|
|
2021
Q2 | $4.5M | Buy |
10,972
+137
| +1% | +$56.2K | 0.62% | 74 |
|
|
2021
Q1 | $3.82M | Buy |
10,835
+625
| +6% | +$220K | 0.57% | 81 |
|
|
2020
Q4 | $3.36M | Buy |
10,210
+689
| +7% | +$226K | 0.52% | 88 |
|
|
2020
Q3 | $3.43M | Sell |
9,521
-808
| -8% | -$291K | 0.62% | 73 |
|
|
2020
Q2 | $3.43M | Sell |
10,329
-413
| -4% | -$137K | 0.7% | 68 |
|
|
2020
Q1 | $2.61M | Buy |
10,742
+37
| +0.3% | +$8.99K | 0.67% | 72 |
|
|
2019
Q4 | $2.92M | Buy |
+10,705
| New | +$2.92M | 0.58% | 78 |
|