Forum Financial Management’s MGIC Investment MTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,962	Closed	-$408K	–	743
2025 Q4	$408K	Sell	13,962 -73	-0.5%	-$2.05K	0.01%	588
2025 Q3	$398K	Buy	14,035 +568	+4%	+$15.5K	0.01%	579
2025 Q2	$375K	Sell	13,467 -11	-0.1%	-$283	0.01%	537
2025 Q1	$334K	Sell	13,478 -3	-0%	-$73	0.01%	545
2024 Q4	$320K	Sell	13,481 -5	-0%	-$125	0.01%	576
2024 Q3	$345K	Sell	13,486 -81	-0.6%	-$1.95K	0.01%	458
2024 Q2	$292K	Buy	13,567 +19	+0.1%	+$394	0.01%	491
2024 Q1	$303K	Hold	13,548	–	–	0.01%	499
2023 Q4	$261K	Buy	13,548 +1,374	+11%	+$24.3K	﹤0.01%	520
2023 Q3	$203K	Hold	12,174	–	–	﹤0.01%	591
2023 Q2	$192K	Hold	12,174	–	–	﹤0.01%	616
2023 Q1	$163K	Buy	12,174 +167	+1%	+$2.25K	﹤0.01%	585
2022 Q4	$156K	Hold	12,007	–	–	0.01%	559
2022 Q3	$154K	Hold	12,007	–	–	0.01%	506
2022 Q2	$151K	Sell	12,007 -2,511	-17%	-$33K	0.01%	540
2022 Q1	$196K	Buy	+14,518	New	+$218K	0.01%	575