Private Trust Company’s Marcus & Millichap MMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.5K	Buy	883 +175	+25%	+$4.61K	﹤0.01%	1626
2025 Q4	$19.3K	Buy	708 +130	+22%	+$3.76K	﹤0.01%	1672
2025 Q3	$17K	Buy	578 +339	+142%	+$10.6K	﹤0.01%	1711
2025 Q2	$7.34K	Hold	239	–	–	﹤0.01%	1918
2025 Q1	$8.23K	Hold	239	–	–	﹤0.01%	1864
2024 Q4	$9.14K	Hold	239	–	–	﹤0.01%	1776
2024 Q3	$9.47K	Hold	239	–	–	﹤0.01%	1749
2024 Q2	$7.53K	Buy	239 +18	+8%	+$583	﹤0.01%	1779
2024 Q1	$7.55K	Hold	221	–	–	﹤0.01%	1757
2023 Q4	$9.65K	Buy	221 +26	+13%	+$863	﹤0.01%	1663
2023 Q3	$5.72K	Hold	195	–	–	﹤0.01%	1821
2023 Q2	$6.14K	Sell	195 -10	-5%	-$309	﹤0.01%	1806
2023 Q1	$6.58K	Buy	205 +46	+29%	+$1.6K	﹤0.01%	1749
2022 Q4	$5K	Buy	159 +14	+10%	+$497	﹤0.01%	1806
2022 Q3	$5K	Hold	145	–	–	﹤0.01%	1671
2022 Q2	$5K	Buy	+145	New	+$6.3K	﹤0.01%	1754