Oppenheimer Asset Management’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $337K | Buy |
10,960
+1,140
| +12% | +$35K | ﹤0.01% | 961 |
|
2025
Q1 | $338K | Buy |
9,820
+134
| +1% | +$4.62K | ﹤0.01% | 942 |
|
2024
Q4 | $371K | Buy |
9,686
+1,035
| +12% | +$39.6K | ﹤0.01% | 939 |
|
2024
Q3 | $343K | Buy |
8,651
+530
| +7% | +$21K | ﹤0.01% | 961 |
|
2024
Q2 | $256K | Buy |
+8,121
| New | +$256K | ﹤0.01% | 1023 |
|
2024
Q1 | – | Sell |
-5,722
| Closed | -$250K | – | 1144 |
|
2023
Q4 | $250K | Buy |
+5,722
| New | +$250K | ﹤0.01% | 1039 |
|
2022
Q4 | – | Sell |
-6,397
| Closed | -$210K | – | 1164 |
|
2022
Q3 | $210K | Buy |
6,397
+170
| +3% | +$5.58K | ﹤0.01% | 1041 |
|
2022
Q2 | $230K | Sell |
6,227
-219
| -3% | -$8.09K | ﹤0.01% | 1034 |
|
2022
Q1 | $340K | Buy |
6,446
+5
| +0.1% | +$264 | ﹤0.01% | 1004 |
|
2021
Q4 | $331K | Buy |
6,441
+1,094
| +20% | +$56.2K | ﹤0.01% | 1054 |
|
2021
Q3 | $217K | Sell |
5,347
-96
| -2% | -$3.9K | ﹤0.01% | 1126 |
|
2021
Q2 | $212K | Buy |
+5,443
| New | +$212K | ﹤0.01% | 1139 |
|
2020
Q2 | – | Sell |
-526
| Closed | -$14K | – | 1287 |
|
2020
Q1 | $14K | Buy |
+526
| New | +$14K | ﹤0.01% | 1409 |
|