MWM
MinichMacGregor Wealth Management’s Plug Power PLUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $82.3K | Buy |
55,243
+42,540
| +335% | +$63.4K | 0.02% | 123 |
|
2025
Q1 | $17.1K | Sell |
12,703
-22,900
| -64% | -$30.9K | ﹤0.01% | 125 |
|
2024
Q4 | $75.8K | Hold |
35,603
| – | – | 0.02% | 119 |
|
2024
Q3 | $80.5K | Buy |
35,603
+8,711
| +32% | +$19.7K | 0.02% | 116 |
|
2024
Q2 | $62.7K | Hold |
26,892
| – | – | 0.02% | 102 |
|
2024
Q1 | $92.5K | Sell |
26,892
-75
| -0.3% | -$258 | 0.02% | 103 |
|
2023
Q4 | $121K | Buy |
26,967
+8,979
| +50% | +$40.4K | 0.04% | 102 |
|
2023
Q3 | $137K | Hold |
17,988
| – | – | 0.05% | 93 |
|
2023
Q2 | $187K | Sell |
17,988
-128
| -0.7% | -$1.33K | 0.06% | 93 |
|
2023
Q1 | $212K | Buy |
18,116
+28
| +0.2% | +$328 | 0.07% | 90 |
|
2022
Q4 | $224K | Sell |
18,088
-112
| -0.6% | -$1.39K | 0.08% | 74 |
|
2022
Q3 | $382K | Buy |
18,200
+3,222
| +22% | +$67.6K | 0.15% | 57 |
|
2022
Q2 | $248K | Hold |
14,978
| – | – | 0.1% | 66 |
|
2022
Q1 | $428K | Buy |
14,978
+2,000
| +15% | +$57.2K | 0.14% | 65 |
|
2021
Q4 | $366K | Sell |
12,978
-776
| -6% | -$21.9K | 0.11% | 69 |
|
2021
Q3 | $351K | Buy |
13,754
+205
| +2% | +$5.23K | 0.12% | 58 |
|
2021
Q2 | $463K | Sell |
13,549
-7,186
| -35% | -$246K | 0.16% | 54 |
|
2021
Q1 | $743K | Sell |
20,735
-244
| -1% | -$8.74K | 0.28% | 47 |
|
2020
Q4 | $711K | Buy |
20,979
+5,574
| +36% | +$189K | 0.29% | 48 |
|
2020
Q3 | $206K | Hold |
15,405
| – | – | 0.1% | 59 |
|
2020
Q2 | $126K | Buy |
+15,405
| New | +$126K | 0.07% | 60 |
|
2020
Q1 | – | Sell |
-20,105
| Closed | -$63K | – | 103 |
|
2019
Q4 | $63K | Buy |
+20,105
| New | +$63K | 0.04% | 53 |
|
2018
Q4 | – | Sell |
-1,055
| Closed | -$2K | – | 387 |
|
2018
Q3 | $2K | Hold |
1,055
| – | – | ﹤0.01% | 459 |
|
2018
Q2 | $2K | Hold |
1,055
| – | – | ﹤0.01% | 450 |
|
2018
Q1 | $1K | Hold |
1,055
| – | – | ﹤0.01% | 482 |
|
2017
Q4 | $2K | Hold |
1,055
| – | – | ﹤0.01% | 421 |
|
2017
Q3 | $2K | Hold |
1,055
| – | – | ﹤0.01% | 400 |
|
2017
Q2 | $2K | Sell |
1,055
-2,000
| -65% | -$3.79K | ﹤0.01% | 392 |
|
2017
Q1 | $4K | Buy |
3,055
+1,000
| +49% | +$1.31K | ﹤0.01% | 359 |
|
2016
Q4 | $2K | Sell |
2,055
-6,300
| -75% | -$6.13K | ﹤0.01% | 386 |
|
2016
Q3 | $14K | Hold |
8,355
| – | – | 0.01% | 224 |
|
2016
Q2 | $15K | Hold |
8,355
| – | – | 0.01% | 200 |
|
2016
Q1 | $17K | Buy |
8,355
+1,300
| +18% | +$2.65K | 0.02% | 190 |
|
2015
Q4 | $19K | Buy |
+7,055
| New | +$19K | 0.02% | 169 |
|