MWM
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MGB Wealth Management’s Allstate ALL Stock Holding History

MGB Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$554K Buy
2,767
+1,091
+65% +$218K 0.18% 115
2025
Q1 		$347K Buy
1,676
+278
+20% +$57.5K 0.13% 157
2024
Q4 		$269K Buy
+1,398
New +$269K 0.08% 169