Institute for Wealth Management’s Madison Square Garden MSGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Sell	3,671 -22	-0.6%	-$6.56K	0.13%	174
2025 Q4	$955K	Sell	3,693 -75	-2%	-$17.1K	0.1%	202
2025 Q3	$855K	Sell	3,768 -354	-9%	-$72.6K	0.09%	226
2025 Q2	$861K	Sell	4,122 -73	-2%	-$14.1K	0.1%	221
2025 Q1	$817K	Sell	4,195 -39	-0.9%	-$8.06K	0.11%	219
2024 Q4	$956K	Sell	4,234 -71	-2%	-$15.8K	0.12%	179
2024 Q3	$897K	Sell	4,305 -70	-2%	-$14.1K	0.11%	197
2024 Q2	$823K	Sell	4,375 -21	-0.5%	-$3.89K	0.11%	197
2024 Q1	$811K	Sell	4,396 -22	-0.5%	-$4.09K	0.11%	202
2023 Q4	$803K	Sell	4,418 -229	-5%	-$39.7K	0.13%	182
2023 Q3	$819K	Hold	4,647	–	–	0.15%	170
2023 Q2	$874K	Buy	4,647 +8	+0.2%	+$1.51K	0.15%	168
2023 Q1	$904K	Buy	4,639 +42	+0.9%	+$7.82K	0.18%	153
2022 Q4	$843K	Buy	4,597 +604	+15%	+$94.7K	0.18%	159
2022 Q3	$546K	Sell	3,993 -6	-0.2%	-$931	0.12%	218
2022 Q2	$604K	Hold	3,999	–	–	0.12%	224
2022 Q1	$717K	Sell	3,999 -8	-0.2%	-$1.36K	0.12%	218
2021 Q4	$696K	Sell	4,007 -54	-1%	-$9.8K	0.11%	217
2021 Q3	$755K	Buy	4,061 +11	+0.3%	+$1.88K	0.13%	189
2021 Q2	$699K	Buy	4,050 +110	+3%	+$19.9K	0.12%	200
2021 Q1	$707K	Buy	3,940 +68	+2%	+$12.5K	0.14%	192
2020 Q4	$713K	Sell	3,872 -268	-6%	-$44.1K	0.14%	185
2020 Q3	$623K	Sell	4,140 -63	-1%	-$9.89K	0.14%	190
2020 Q2	$617K	Sell	4,203 -1,704	-29%	-$281K	0.15%	189
2020 Q1	$891K	Buy	5,907 +687	+13%	+$133K	0.28%	96
2019 Q4	$1.09M	Sell	5,220 -127	-2%	-$24.9K	0.25%	110
2019 Q3	$1M	Sell	5,347 -28	-0.5%	-$5.49K	0.25%	113
2019 Q2	$1.07M	Buy	5,375 +75	+1%	+$16K	0.24%	122
2019 Q1	$1.11M	Buy	5,300 +183	+4%	+$37.2K	0.24%	116
2018 Q4	$977K	Buy	+5,117	New	+$996K	0.4%	75