Monterey Private Wealth’s Macerich MAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $488K | Hold |
28,440
| – | – | 0.14% | 66 |
|
|
2024
Q4 | $567K | Hold |
28,440
| – | – | 0.19% | 55 |
|
|
2024
Q3 | $519K | Hold |
28,440
| – | – | 0.18% | 57 |
|
|
2024
Q2 | $439K | Hold |
28,440
| – | – | 0.16% | 64 |
|
|
2024
Q1 | $490K | Hold |
28,440
| – | – | 0.2% | 58 |
|
|
2023
Q4 | $439K | Hold |
28,440
| – | – | 0.2% | 57 |
|
|
2023
Q3 | $310K | Hold |
28,440
| – | – | 0.16% | 65 |
|
|
2023
Q2 | $321K | Hold |
28,440
| – | – | 0.16% | 66 |
|
|
2023
Q1 | $301K | Hold |
28,440
| – | – | 0.15% | 76 |
|
|
2022
Q4 | $320K | Hold |
28,440
| – | – | 0.17% | 68 |
|
|
2022
Q3 | $227K | Hold |
28,440
| – | – | 0.14% | 83 |
|
|
2022
Q2 | $248K | Hold |
28,440
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $456K | Hold |
28,440
| – | – | 0.22% | 63 |
|
|
2021
Q4 | $491K | Hold |
28,440
| – | – | 0.24% | 60 |
|
|
2021
Q3 | $482K | Hold |
28,440
| – | – | 0.27% | 53 |
|
|
2021
Q2 | $519K | Hold |
28,440
| – | – | 0.3% | 51 |
|
|
2021
Q1 | $383K | Sell |
28,440
-1
| -0% | -$13 | 0.21% | 54 |
|
|
2020
Q4 | $303K | Hold |
28,441
| – | – | 0.17% | 63 |
|
|
2020
Q3 | $193K | Buy |
+28,441
| New | +$193K | 0.12% | 83 |
|