MGWM
Marks Group Wealth Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
3,513
+133
| +4% | +$26.8K | 0.07% | 201 |
|
|
2025
Q1 | $584K | Sell |
3,380
-1,199
| -26% | -$207K | 0.06% | 223 |
|
|
2024
Q4 | $734K | Buy |
4,579
+422
| +10% | +$67.7K | 0.07% | 191 |
|
|
2024
Q3 | $709K | Sell |
4,157
-112
| -3% | -$19.1K | 0.07% | 193 |
|
|
2024
Q2 | $720K | Sell |
4,269
-14
| -0.3% | -$2.36K | 0.08% | 193 |
|
|
2024
Q1 | $667K | Sell |
4,283
-91
| -2% | -$14.2K | 0.07% | 196 |
|
|
2023
Q4 | $640K | Sell |
4,374
-62
| -1% | -$9.07K | 0.07% | 196 |
|
|
2023
Q3 | $543K | Sell |
4,436
-21
| -0.5% | -$2.57K | 0.07% | 202 |
|
|
2023
Q2 | $601K | Sell |
4,457
-470
| -10% | -$63.4K | 0.07% | 200 |
|
|
2023
Q1 | $641K | Sell |
4,927
-45
| -0.9% | -$5.86K | 0.08% | 190 |
|
|
2022
Q4 | $567K | Sell |
4,972
-386
| -7% | -$44K | 0.08% | 199 |
|
|
2022
Q3 | $550K | Sell |
5,358
-2,601
| -33% | -$267K | 0.08% | 194 |
|
|
2022
Q2 | $830K | Sell |
7,959
-308
| -4% | -$32.1K | 0.12% | 180 |
|
|
2022
Q1 | $900K | Buy |
8,267
+1,429
| +21% | +$156K | 0.11% | 173 |
|
|
2021
Q4 | $819K | Buy |
6,838
+3,162
| +86% | +$379K | 0.1% | 195 |
|
|
2021
Q3 | $407K | Buy |
+3,676
| New | +$407K | 0.06% | 219 |
|