MGWM
Marks Group Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
55,664
-1,289
| -2% | -$458K | 1.84% | 6 |
|
|
2025
Q1 | $20M | Sell |
56,953
-1,546
| -3% | -$542K | 1.92% | 5 |
|
|
2024
Q4 | $18.5M | Sell |
58,499
-528
| -0.9% | -$167K | 1.82% | 4 |
|
|
2024
Q3 | $16.2M | Buy |
59,027
+1,895
| +3% | +$521K | 1.55% | 6 |
|
|
2024
Q2 | $15M | Buy |
57,132
+404
| +0.7% | +$106K | 1.58% | 6 |
|
|
2024
Q1 | $15.8M | Buy |
56,728
+394
| +0.7% | +$110K | 1.65% | 4 |
|
|
2023
Q4 | $14.7M | Buy |
56,334
+101
| +0.2% | +$26.3K | 1.67% | 4 |
|
|
2023
Q3 | $12.9M | Sell |
56,233
-189
| -0.3% | -$43.5K | 1.6% | 6 |
|
|
2023
Q2 | $13.4M | Buy |
56,422
+267
| +0.5% | +$63.4K | 1.59% | 5 |
|
|
2023
Q1 | $12.7M | Buy |
56,155
+19,292
| +52% | +$4.35M | 1.62% | 4 |
|
|
2022
Q4 | $7.66M | Buy |
36,863
+173
| +0.5% | +$35.9K | 1.05% | 10 |
|
|
2022
Q3 | $6.52M | Buy |
36,690
+758
| +2% | +$135K | 0.99% | 17 |
|
|
2022
Q2 | $7.08M | Buy |
35,932
+1,776
| +5% | +$350K | 1.02% | 13 |
|
|
2022
Q1 | $7.58M | Buy |
34,156
+2,465
| +8% | +$547K | 0.95% | 15 |
|
|
2021
Q4 | $6.88M | Buy |
31,691
+2,221
| +8% | +$482K | 0.84% | 30 |
|
|
2021
Q3 | $6.55M | Buy |
29,470
+3,122
| +12% | +$694K | 0.89% | 22 |
|
|
2021
Q2 | $6.18M | Buy |
26,348
+77
| +0.3% | +$18K | 0.85% | 24 |
|
|
2021
Q1 | $5.56M | Buy |
26,271
+686
| +3% | +$145K | 0.82% | 40 |
|
|
2020
Q4 | $5.6M | Buy |
25,585
+1,375
| +6% | +$301K | 0.87% | 31 |
|
|
2020
Q3 | $4.84M | Sell |
24,210
-13,331
| -36% | -$2.67M | 0.87% | 32 |
|
|
2020
Q2 | $7.27M | Buy |
37,541
+5,508
| +17% | +$1.07M | 1.48% | 5 |
|
|
2020
Q1 | $5.15M | Sell |
32,033
-2,475
| -7% | -$398K | 1.33% | 6 |
|
|
2019
Q4 | $6.48M | Buy |
+34,508
| New | +$6.48M | 1.28% | 3 |
|