Forum Financial Management’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
$375K Sell
13,467
-11
-0.1% -$306 0.01% 536
2025
Q1
$334K Sell
13,478
-3
-0% -$74 0.01% 544
2024
Q4
$320K Sell
13,481
-5
-0% -$119 0.01% 576
2024
Q3
$345K Sell
13,486
-81
-0.6% -$2.07K 0.01% 456
2024
Q2
$292K Buy
13,567
+19
+0.1% +$409 0.01% 490
2024
Q1
$303K Hold
13,548
0.01% 498
2023
Q4
$261K Buy
13,548
+1,374
+11% +$26.5K ﹤0.01% 519
2023
Q3
$203K Hold
12,174
﹤0.01% 590
2023
Q2
$192K Hold
12,174
﹤0.01% 616
2023
Q1
$163K Buy
12,174
+167
+1% +$2.24K ﹤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% -$31.6K 0.01% 539
2022
Q1
$196K Buy
+14,518
New +$196K 0.01% 575