WR Wealth Planners’s MAG Silver MAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$24.5K Hold
1,800
0.01% 428
2024
Q3
$25.3K Hold
1,800
0.01% 443
2024
Q2
$21K Hold
1,800
0.01% 439
2024
Q1
$19K Buy
+1,800
New +$16.5K 0.01% 461
2023
Q4
Sell
-1,800
Closed -$18.7K 577
2023
Q3
$18.7K Hold
1,800
0.01% 440
2023
Q2
$20.1K Hold
1,800
0.01% 434
2023
Q1
$22.8K Buy
+1,800
New +$24.1K 0.01% 411

Other funds holding MAG

WR Wealth Planners's MAG Position: Q4 2024 in Review

WR Wealth Planners held its MAG Silver (MAG) position steady in Q4 2024 at 1,800 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #428.

WR Wealth Planners first reported a position in MAG in Q1 2023 and has held it in 7 quarters since. The position peaked at $25.3K in Q3 2024. 139 funds tracked by Wall St. Rank hold MAG as of Q4 2024.

  • WR Wealth Planners held 1,800 shares of MAG Silver worth $24.5K as of Q4 2024.
  • WR Wealth Planners left its MAG Silver share count unchanged in Q4 2024.
  • MAG Silver made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #428 holding.
  • WR Wealth Planners first reported a position in MAG Silver in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's MAG Silver position peaked at $25.3K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held MAG Silver as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.