EP Wealth 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	$2.24M	Buy	80,361 +34,880	+77%	+$971K	0.01%	392
2025 Q1	$1.13M	Buy	45,481 +398	+0.9%	+$9.86K	0.01%	474
2024 Q4	$1.07M	Buy	45,083 +82	+0.2%	+$1.94K	0.01%	482
2024 Q3	$1.15M	Buy	+45,001	New	+$1.15M	0.01%	463