Concurrent Investment Advisors’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
17,016
+786
| +5% | +$21.9K | 0.01% | 864 |
|
|
2025
Q1 | $402K | Buy |
16,230
+70
| +0.4% | +$1.74K | 0.01% | 803 |
|
|
2024
Q4 | $383K | Buy |
16,160
+6
| +0% | +$142 | 0.01% | 743 |
|
|
2024
Q3 | $414K | Buy |
16,154
+154
| +1% | +$3.94K | 0.01% | 670 |
|
|
2024
Q2 | $345K | Hold |
16,000
| – | – | 0.01% | 687 |
|
|
2024
Q1 | $358K | Hold |
16,000
| – | – | 0.01% | 624 |
|
|
2023
Q4 | $309K | Buy |
+16,000
| New | +$309K | 0.01% | 637 |
|