Carson Wealth (CWM LLC)’s Magic Software Enterprises MGIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,291
| Closed | -$59K | – | 5751 |
|
|
2025
Q4 | $59K | Hold |
2,291
| – | – | ﹤0.01% | 3478 |
|
|
2025
Q3 | $47K | Buy |
2,291
+2,091
| +1,046% | +$42.5K | ﹤0.01% | 3581 |
|
|
2025
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 4694 |
|
|
2025
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 4648 |
|
|
2024
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 4566 |
|
|
2024
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 4424 |
|
|
2024
Q2 | $2K | Sell |
200
-274
| -58% | -$3.08K | ﹤0.01% | 4234 |
|
|
2024
Q1 | $5K | Buy |
474
+274
| +137% | +$2.95K | ﹤0.01% | 3673 |
|
|
2023
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3819 |
|
|
2023
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 3829 |
|
|
2023
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3662 |
|
|
2023
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 3534 |
|
|
2022
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 3433 |
|
|
2022
Q3 | $3K | Buy |
+200
| New | +$3.58K | ﹤0.01% | 3325 |
|
|
2022
Q1 | – | Sell |
-82
| Closed | -$2K | – | 3732 |
|
|
2021
Q4 | $2K | Buy |
+82
| New | +$1.78K | ﹤0.01% | 3145 |
|
|
2021
Q2 | $1K | Hold |
82
| – | – | ﹤0.01% | 2821 |
|
|
2021
Q1 | $1K | Hold |
82
| – | – | ﹤0.01% | 2821 |
|
|
2020
Q4 | $1K | Hold |
82
| – | – | ﹤0.01% | 2821 |
|
|
2020
Q3 | $1K | Hold |
82
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q2 | $1K | Hold |
82
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q1 | $1K | Hold |
82
| – | – | ﹤0.01% | 2819 |
|
|
2019
Q4 | $1K | Hold |
82
| – | – | ﹤0.01% | 2819 |
|
|
2019
Q3 | $1K | Hold |
82
| – | – | ﹤0.01% | 2819 |
|
|
2019
Q2 | $1K | Hold |
82
| – | – | ﹤0.01% | 2819 |
|
|
2019
Q1 | $1K | Buy |
+82
| New | +$683 | ﹤0.01% | 2818 |
|
Other funds holding MGIC
Carson Wealth (CWM LLC)'s MGIC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) sold out of Magic Software Enterprises (MGIC) in Q1 2026, closing a stake of 2,291 shares — an estimated $59K sold.
Carson Wealth (CWM LLC) first reported a position in MGIC in Q1 2019 and held it in 25 quarters. The position peaked at $59K in Q4 2025. 1 fund tracked by Wall St. Rank holds MGIC as of Q1 2026.
- Carson Wealth (CWM LLC) reported no remaining Magic Software Enterprises position as of Q1 2026 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 2,291 Magic Software Enterprises shares in Q1 2026, an estimated $59K.
- Carson Wealth (CWM LLC) first reported a position in Magic Software Enterprises in Q1 2019 and held it in 25 quarters.
- Carson Wealth (CWM LLC)'s Magic Software Enterprises position peaked at $59K in Q4 2025.
- 1 fund tracked by Wall St. Rank held Magic Software Enterprises as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.