Private Trust Company’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 | $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% | +$567 | ﹤0.01% | 1779 |
|
|
2024
Q1 | $7.55K | Hold |
221
| – | – | ﹤0.01% | 1757 |
|
|
2023
Q4 | $9.65K | Buy |
221
+26
| +13% | +$1.14K | ﹤0.01% | 1663 |
|
|
2023
Q3 | $5.72K | Hold |
195
| – | – | ﹤0.01% | 1821 |
|
|
2023
Q2 | $6.14K | Sell |
195
-10
| -5% | -$315 | ﹤0.01% | 1806 |
|
|
2023
Q1 | $6.58K | Buy |
205
+46
| +29% | +$1.48K | ﹤0.01% | 1749 |
|
|
2022
Q4 | $5K | Buy |
159
+14
| +10% | +$440 | ﹤0.01% | 1806 |
|
|
2022
Q3 | $5K | Hold |
145
| – | – | ﹤0.01% | 1671 |
|
|
2022
Q2 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 1754 |
|