MWM
MGB Wealth Management’s Main Street Capital MAIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
50,043
-45,523
| -48% | -$2.69M | 0.97% | 19 |
|
|
2025
Q1 | $5.5M | Buy |
95,566
+48,207
| +102% | +$2.77M | 1.99% | 9 |
|
|
2024
Q4 | $2.77M | Buy |
47,359
+4,500
| +10% | +$263K | 0.86% | 19 |
|
|
2024
Q3 | $2.15M | Buy |
42,859
+1,150
| +3% | +$57.7K | 0.78% | 27 |
|
|
2024
Q2 | $2.15M | Buy |
41,709
+150
| +0.4% | +$7.73K | 0.8% | 27 |
|
|
2024
Q1 | $1.97M | Buy |
41,559
+740
| +2% | +$35K | 0.8% | 27 |
|
|
2023
Q4 | $1.76M | Buy |
+40,819
| New | +$1.76M | 0.89% | 26 |
|