Wells Fargo’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 | $2.58M | Buy |
97,004
+4,848
| +5% | +$128K | ﹤0.01% | 3076 |
|
|
2025
Q4 | $2.51M | Sell |
92,156
-2,662
| -3% | -$77K | ﹤0.01% | 3258 |
|
|
2025
Q3 | $2.78M | Buy |
94,818
+1,665
| +2% | +$52.3K | ﹤0.01% | 3080 |
|
|
2025
Q2 | $2.86M | Buy |
93,153
+15,192
| +19% | +$461K | ﹤0.01% | 2923 |
|
|
2025
Q1 | $2.69M | Buy |
77,961
+1,937
| +3% | +$71.3K | ﹤0.01% | 2930 |
|
|
2024
Q4 | $2.91M | Buy |
76,024
+6,832
| +10% | +$268K | ﹤0.01% | 2895 |
|
|
2024
Q3 | $2.74M | Sell |
69,192
-13
| -0% | -$491 | ﹤0.01% | 2818 |
|
|
2024
Q2 | $2.18M | Buy |
69,205
+1,821
| +3% | +$58.9K | ﹤0.01% | 2922 |
|
|
2024
Q1 | $2.3M | Buy |
67,384
+8,782
| +15% | +$322K | ﹤0.01% | 2857 |
|
|
2023
Q4 | $2.56M | Sell |
58,602
-1,176
| -2% | -$39K | ﹤0.01% | 2715 |
|
|
2023
Q3 | $1.75M | Sell |
59,778
-5,407
| -8% | -$181K | ﹤0.01% | 2905 |
|
|
2023
Q2 | $2.05M | Buy |
65,185
+6,502
| +11% | +$201K | ﹤0.01% | 2891 |
|
|
2023
Q1 | $1.88M | Buy |
58,683
+15,508
| +36% | +$538K | ﹤0.01% | 2916 |
|
|
2022
Q4 | $1.49M | Sell |
43,175
-1,483
| -3% | -$52.6K | ﹤0.01% | 2984 |
|
|
2022
Q3 | $1.46M | Buy |
44,658
+1,870
| +4% | +$70.7K | ﹤0.01% | 2974 |
|
|
2022
Q2 | $1.58M | Sell |
42,788
-24,490
| -36% | -$1.06M | ﹤0.01% | 2972 |
|
|
2022
Q1 | $3.54M | Sell |
67,278
-3,735
| -5% | -$179K | ﹤0.01% | 2761 |
|
|
2021
Q4 | $3.65M | Sell |
71,013
-13,235
| -16% | -$617K | ﹤0.01% | 2884 |
|
|
2021
Q3 | $3.42M | Sell |
84,248
-4,029
| -5% | -$156K | ﹤0.01% | 3200 |
|
|
2021
Q2 | $3.43M | Sell |
88,277
-26,571
| -23% | -$998K | ﹤0.01% | 3214 |
|
|
2021
Q1 | $3.87M | Sell |
114,848
-16,841
| -13% | -$619K | ﹤0.01% | 3083 |
|
|
2020
Q4 | $4.9M | Sell |
131,689
-1,763
| -1% | -$59.7K | ﹤0.01% | 2777 |
|
|
2020
Q3 | $3.67M | Sell |
133,452
-10,084
| -7% | -$280K | ﹤0.01% | 2791 |
|
|
2020
Q2 | $4.14M | Buy |
143,536
+15,737
| +12% | +$444K | ﹤0.01% | 2646 |
|
|
2020
Q1 | $3.46M | Buy |
127,799
+3,960
| +3% | +$133K | ﹤0.01% | 2539 |
|
|
2019
Q4 | $4.61M | Sell |
123,839
-104,896
| -46% | -$3.77M | ﹤0.01% | 2638 |
|
|
2019
Q3 | $8.12M | Buy |
228,735
+90,827
| +66% | +$3.1M | ﹤0.01% | 2112 |
|
|
2019
Q2 | $4.25M | Sell |
137,908
-43,536
| -24% | -$1.58M | ﹤0.01% | 2717 |
|
|
2019
Q1 | $7.39M | Sell |
181,444
-57,017
| -24% | -$2.18M | ﹤0.01% | 2173 |
|
|
2018
Q4 | $8.19M | Sell |
238,461
-3,764
| -2% | -$129K | ﹤0.01% | 2007 |
|
|
2018
Q3 | $8.41M | Sell |
242,225
-22,687
| -9% | -$860K | ﹤0.01% | 2212 |
|
|
2018
Q2 | $10.3M | Buy |
264,912
+72,250
| +38% | +$2.67M | ﹤0.01% | 2041 |
|
|
2018
Q1 | $6.95M | Buy |
192,662
+21,490
| +13% | +$701K | ﹤0.01% | 2341 |
|
|
2017
Q4 | $5.58M | Buy |
171,172
+79,743
| +87% | +$2.37M | ﹤0.01% | 2485 |
|
|
2017
Q3 | $2.47M | Buy |
91,429
+44,329
| +94% | +$1.15M | ﹤0.01% | 3143 |
|
|
2017
Q2 | $1.24M | Buy |
47,100
+33,819
| +255% | +$849K | ﹤0.01% | 3567 |
|
|
2017
Q1 | $327K | Buy |
13,281
+1,974
| +17% | +$51.1K | ﹤0.01% | 4528 |
|
|
2016
Q4 | $302K | Buy |
11,307
+5,685
| +101% | +$148K | ﹤0.01% | 4532 |
|
|
2016
Q3 | $147K | Buy |
5,622
+300
| +6% | +$7.94K | ﹤0.01% | 4661 |
|
|
2016
Q2 | $135K | Sell |
5,322
-751
| -12% | -$18.9K | ﹤0.01% | 4639 |
|
|
2016
Q1 | $154K | Buy |
6,073
+777
| +15% | +$18.2K | ﹤0.01% | 4570 |
|
|
2015
Q4 | $155K | Sell |
5,296
-47,550
| -90% | -$1.77M | ﹤0.01% | 4615 |
|
|
2015
Q3 | $2.43M | Buy |
52,846
+36,380
| +221% | +$1.7M | ﹤0.01% | 2857 |
|
|
2015
Q2 | $760K | Buy |
16,466
+1,929
| +13% | +$82.3K | ﹤0.01% | 3821 |
|
|
2015
Q1 | $545K | Buy |
14,537
+5,189
| +56% | +$185K | ﹤0.01% | 3894 |
|
|
2014
Q4 | $310K | Buy |
9,348
+3,751
| +67% | +$115K | ﹤0.01% | 4204 |
|
|
2014
Q3 | $169K | Sell |
5,597
-2,541
| -31% | -$67.9K | ﹤0.01% | 4428 |
|
|
2014
Q2 | $208K | Buy |
8,138
+3,055
| +60% | +$60.5K | ﹤0.01% | 4358 |
|
|
2014
Q1 | $91K | Buy |
5,083
+4,383
| +626% | +$70.7K | ﹤0.01% | 4693 |
|
|
2013
Q4 | $10K | Buy |
+700
| New | +$9.9K | ﹤0.01% | 5196 |
|
Other funds holding MMI
VPM
VCM
TCM
RA