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Marcus & Millichap shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Marcus & Millichap (MMI) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Marcus & Millichap

Tip: Access up to 7 years of quarterly data

All positions including Marcus & Millichap held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marcus & Millichap by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $297k 6.8k 43.68
2022-12-31 $535k 16k 34.45
2022-09-30 $226k 6.9k 32.75
2022-06-30 $239k 6.5k 36.99
2022-03-31 $332k 6.3k 52.61
2021-09-30 $159k 3.9k 40.68
2021-06-30 $110k 2.8k 38.94