Carson Wealth (CWM LLC)’s MGIC Investment MTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
99,553
+90,728
| +1,028% | +$2.53M | 0.01% | 821 |
|
|
2025
Q1 | $219K | Buy |
8,825
+3,820
| +76% | +$94.8K | ﹤0.01% | 1861 |
|
|
2024
Q4 | $119K | Sell |
5,005
-490
| -9% | -$11.7K | ﹤0.01% | 2172 |
|
|
2024
Q3 | $141K | Buy |
5,495
+2,952
| +116% | +$75.7K | ﹤0.01% | 1970 |
|
|
2024
Q2 | $55K | Buy |
2,543
+368
| +17% | +$7.96K | ﹤0.01% | 2411 |
|
|
2024
Q1 | $49K | Buy |
2,175
+1,552
| +249% | +$35K | ﹤0.01% | 2308 |
|
|
2023
Q4 | $12K | Sell |
623
-757
| -55% | -$14.6K | ﹤0.01% | 3086 |
|
|
2023
Q3 | $23K | Hold |
1,380
| – | – | ﹤0.01% | 2603 |
|
|
2023
Q2 | $22K | Buy |
1,380
+188
| +16% | +$3K | ﹤0.01% | 2579 |
|
|
2023
Q1 | $16K | Buy |
1,192
+300
| +34% | +$4.03K | ﹤0.01% | 2656 |
|
|
2022
Q4 | $12K | Sell |
892
-68
| -7% | -$915 | ﹤0.01% | 2702 |
|
|
2022
Q3 | $12K | Buy |
960
+253
| +36% | +$3.16K | ﹤0.01% | 2574 |
|
|
2022
Q2 | $9K | Sell |
707
-451
| -39% | -$5.74K | ﹤0.01% | 2645 |
|
|
2022
Q1 | $16K | Buy |
1,158
+576
| +99% | +$7.96K | ﹤0.01% | 2220 |
|
|
2021
Q4 | $8K | Buy |
+582
| New | +$8K | ﹤0.01% | 2477 |
|
|
2021
Q2 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2021
Q1 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2020
Q4 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2020
Q3 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2020
Q2 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2020
Q1 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q4 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q3 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q2 | $4K | Hold |
282
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q1 | $4K | Buy |
282
+116
| +70% | +$1.65K | ﹤0.01% | 2434 |
|
|
2018
Q4 | $2K | Buy |
166
+139
| +515% | +$1.68K | ﹤0.01% | 1768 |
|
|
2018
Q3 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1930 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$3K | – | 1738 |
|
|
2018
Q1 | $3K | Sell |
200
-152
| -43% | -$2.28K | ﹤0.01% | 1108 |
|
|
2017
Q4 | $5K | Hold |
352
| – | – | ﹤0.01% | 1096 |
|
|
2017
Q3 | $4K | Buy |
+352
| New | +$4K | ﹤0.01% | 1144 |
|