MWM

MinichMacGregor Wealth Management’s Transocean RIG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$155K	Hold	60,000	–	–	0.03%	121
2025 Q1	$190K	Hold	60,000	–	–	0.04%	123
2024 Q4	$225K	Hold	60,000	–	–	0.05%	115
2024 Q3	$255K	Hold	60,000	–	–	0.05%	99
2024 Q2	$321K	Hold	60,000	–	–	0.08%	79
2024 Q1	$382K	Hold	60,000	–	–	0.1%	72
2023 Q4	$381K	Hold	60,000	–	–	0.11%	64
2023 Q3	$493K	Hold	60,000	–	–	0.16%	59
2023 Q2	$421K	Hold	60,000	–	–	0.13%	63
2023 Q1	$382K	Hold	60,000	–	–	0.13%	63
2022 Q4	$274K	Hold	60,000	–	–	0.1%	65
2022 Q3	$148K	Hold	60,000	–	–	0.06%	74
2022 Q2	$199K	Hold	60,000	–	–	0.08%	73
2022 Q1	$274K	Hold	60,000	–	–	0.09%	76
2021 Q4	$165K	Hold	60,000	–	–	0.05%	83
2021 Q3	$227K	Hold	60,000	–	–	0.08%	74
2021 Q2	$271K	Hold	60,000	–	–	0.1%	69
2021 Q1	$213K	Buy	60,000 +10,000	+20%	+$35.5K	0.08%	74
2020 Q4	$115K	Buy	+50,000	New	+$115K	0.05%	78
2019 Q3	–	Sell	-10,000	Closed	-$64K	–	54
2019 Q2	$64K	Hold	10,000	–	–	0.04%	47
2019 Q1	$92K	Buy	+10,000	New	+$92K	0.07%	47
2018 Q4	–	Sell	-10,000	Closed	-$141K	–	416
2018 Q3	$141K	Buy	10,000 +5,000	+100%	+$70.5K	0.09%	57
2018 Q2	$65K	Hold	5,000	–	–	0.05%	100
2018 Q1	$49K	Hold	5,000	–	–	0.04%	114
2017 Q4	$53K	Hold	5,000	–	–	0.04%	112
2017 Q3	$53K	Buy	+5,000	New	+$53K	0.04%	102