MWM
MinichMacGregor Wealth Management’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Hold |
8,984
| – | – | 0.2% | 52 |
|
|
2025
Q1 | $897K | Hold |
8,984
| – | – | 0.2% | 52 |
|
|
2024
Q4 | $982K | Hold |
8,984
| – | – | 0.2% | 53 |
|
|
2024
Q3 | $1.03M | Hold |
8,984
| – | – | 0.22% | 53 |
|
|
2024
Q2 | $897K | Buy |
8,984
+270
| +3% | +$26.9K | 0.22% | 50 |
|
|
2024
Q1 | $958K | Hold |
8,714
| – | – | 0.24% | 52 |
|
|
2023
Q4 | $934K | Hold |
8,714
| – | – | 0.27% | 44 |
|
|
2023
Q3 | $858K | Hold |
8,714
| – | – | 0.28% | 53 |
|
|
2023
Q2 | $919K | Hold |
8,714
| – | – | 0.29% | 51 |
|
|
2023
Q1 | $839K | Buy |
+8,714
| New | +$839K | 0.28% | 49 |
|