Institute for Wealth Management’s MGM Resorts International MGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$305K	Sell	8,252 -19	-0.2%	-$677	0.03%	420
2025 Q4	$302K	Buy	8,271 +75	+0.9%	+$2.54K	0.03%	429
2025 Q3	$284K	Sell	8,196 -288	-3%	-$10.6K	0.03%	466
2025 Q2	$292K	Sell	8,484 -150	-2%	-$4.76K	0.03%	443
2025 Q1	$256K	Hold	8,634	–	–	0.03%	455
2024 Q4	$299K	Hold	8,634	–	–	0.04%	400
2024 Q3	$337K	Sell	8,634 -65	-0.7%	-$2.57K	0.04%	386
2024 Q2	$387K	Hold	8,699	–	–	0.05%	334
2024 Q1	$411K	Hold	8,699	–	–	0.05%	319
2023 Q4	$389K	Hold	8,699	–	–	0.06%	317
2023 Q3	$320K	Hold	8,699	–	–	0.06%	335
2023 Q2	$382K	Sell	8,699 -71	-0.8%	-$3.03K	0.07%	313
2023 Q1	$390K	Hold	8,770	–	–	0.08%	302
2022 Q4	$294K	Buy	8,770 +39	+0.4%	+$1.35K	0.06%	353
2022 Q3	$259K	Hold	8,731	–	–	0.06%	367
2022 Q2	$253K	Sell	8,731 -126	-1%	-$4.52K	0.05%	439
2022 Q1	$371K	Sell	8,857 -145	-2%	-$6.24K	0.06%	358
2021 Q4	$404K	Sell	9,002 -248	-3%	-$11.1K	0.07%	316
2021 Q3	$399K	Buy	9,250 +148	+2%	+$6.03K	0.07%	314
2021 Q2	$388K	Buy	9,102 +1,328	+17%	+$54.9K	0.07%	319
2021 Q1	$295K	Buy	7,774 +390	+5%	+$13.6K	0.06%	364
2020 Q4	$233K	Buy	+7,384	New	+$190K	0.05%	400
2020 Q2	–	Sell	-10,425	Closed	-$123K	–	436
2020 Q1	$123K	Sell	10,425 -157	-1%	-$4.04K	0.04%	384
2019 Q4	$352K	Sell	10,582 -133	-1%	-$4.05K	0.08%	311
2019 Q3	$297K	Buy	10,715 +420	+4%	+$12.1K	0.07%	328
2019 Q2	$294K	Buy	10,295 +1,013	+11%	+$27.1K	0.07%	360
2019 Q1	$238K	Buy	+9,282	New	+$255K	0.05%	381
2018 Q4	–	Sell	-10,083	Closed	-$280K	–	315
2018 Q3	$280K	Hold	10,083	–	–	0.09%	191
2018 Q2	$291K	Buy	+10,083	New	+$326K	0.09%	196
2018 Q1	–	Sell	-7,710	Closed	-$259K	–	346
2017 Q4	$259K	Buy	+7,710	New	+$248K	0.06%	323