MARKS GROUP WEALTH MANAGEMENT, INC – First Republic Bank Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$5.22M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-9.47%
quarter
First Republic Bank 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.08% | 1.19K shares | -375K | $130.55 | 40.05K |
| Q2 2022 | share | Increase | 0.00% | 38.85K shares | 5.60M | $144.2 | 38.85K |
| Q1 2022 | share | Decrease | -100.00% | -15.44K shares | -3.19M | $162.1 | 0 |
| Q4 2021 | share | Decrease | -54.11% | -18.21K shares | -4.38M | $206.82 | 15.44K |
| Q3 2021 | share | Decrease | -1.42% | -485 shares | 97K | $192.68 | 33.65K |
| Q2 2021 | share | Decrease | -6.74% | -2.46K shares | 253K | $186.77 | 34.14K |
| Q1 2021 | share | Decrease | -13.53% | -5.72K shares | -75K | $166.19 | 36.60K |
| Q4 2020 | share | Decrease | -2.92% | -1.27K shares | 1.46M | $146.24 | 42.33K |
| Q3 2020 | share | Decrease | -1.33% | -587 shares | 77K | $108.37 | 43.61K |
| Q2 2020 | share | Decrease | -2.93% | -1.33K shares | 942K | $105.14 | 44.19K |
| Q1 2020 | share | Decrease | -1.54% | -712 shares | -1.69M | $81.47 | 45.53K |
| Q4 2019 | share | Increase | 0.00% | 46.24K shares | 5.43M | $116.09 | 46.24K |