MGWM
Marks Group Wealth Management’s Toro Company TTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-89,598
| Closed | -$7.18M | – | 311 |
|
|
2024
Q4 | $7.18M | Sell |
89,598
-1,969
| -2% | -$158K | 0.71% | 64 |
|
|
2024
Q3 | $7.94M | Buy |
91,567
+2,425
| +3% | +$210K | 0.76% | 69 |
|
|
2024
Q2 | $8.34M | Buy |
89,142
+21,510
| +32% | +$2.01M | 0.88% | 34 |
|
|
2024
Q1 | $6.2M | Buy |
67,632
+935
| +1% | +$85.7K | 0.65% | 71 |
|
|
2023
Q4 | $6.4M | Buy |
66,697
+1,447
| +2% | +$139K | 0.73% | 64 |
|
|
2023
Q3 | $5.42M | Buy |
65,250
+1,228
| +2% | +$102K | 0.67% | 71 |
|
|
2023
Q2 | $6.51M | Buy |
64,022
+1,378
| +2% | +$140K | 0.77% | 55 |
|
|
2023
Q1 | $6.96M | Sell |
62,644
-4,665
| -7% | -$519K | 0.89% | 35 |
|
|
2022
Q4 | $7.62M | Sell |
67,309
-7,251
| -10% | -$821K | 1.04% | 11 |
|
|
2022
Q3 | $6.45M | Buy |
74,560
+1,370
| +2% | +$118K | 0.98% | 20 |
|
|
2022
Q2 | $5.55M | Buy |
73,190
+10,245
| +16% | +$776K | 0.8% | 54 |
|
|
2022
Q1 | $5.38M | Buy |
62,945
+5,473
| +10% | +$468K | 0.68% | 65 |
|
|
2021
Q4 | $5.72M | Buy |
57,472
+3,920
| +7% | +$390K | 0.7% | 59 |
|
|
2021
Q3 | $5.21M | Buy |
53,552
+91
| +0.2% | +$8.86K | 0.71% | 63 |
|
|
2021
Q2 | $5.88M | Sell |
53,461
-834
| -2% | -$91.8K | 0.81% | 34 |
|
|
2021
Q1 | $5.6M | Sell |
54,295
-4,184
| -7% | -$432K | 0.83% | 38 |
|
|
2020
Q4 | $5.55M | Sell |
58,479
-1,912
| -3% | -$181K | 0.86% | 33 |
|
|
2020
Q3 | $5.07M | Buy |
60,391
+3,054
| +5% | +$256K | 0.92% | 20 |
|
|
2020
Q2 | $3.82M | Buy |
57,337
+1,106
| +2% | +$73.6K | 0.78% | 58 |
|
|
2020
Q1 | $3.65M | Sell |
56,231
-6,174
| -10% | -$401K | 0.94% | 42 |
|
|
2019
Q4 | $4.97M | Buy |
+62,405
| New | +$4.97M | 0.98% | 16 |
|