AWM
Accurate Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
6,993
-6
| -0.1% | -$3.38K | 0.6% | 31 |
|
|
2025
Q1 | $3.57M | Sell |
6,999
-108
| -2% | -$55.1K | 0.68% | 28 |
|
|
2024
Q4 | $3.59M | Sell |
7,107
-441
| -6% | -$223K | 0.69% | 26 |
|
|
2024
Q3 | $3.83M | Buy |
7,548
+5
| +0.1% | +$2.54K | 0.77% | 25 |
|
|
2024
Q2 | $3.35M | Sell |
7,543
-853
| -10% | -$379K | 0.8% | 29 |
|
|
2024
Q1 | $3.82M | Buy |
8,396
+103
| +1% | +$46.9K | 1.12% | 21 |
|
|
2023
Q4 | $3.54M | Sell |
8,293
-187
| -2% | -$79.8K | 1.1% | 20 |
|
|
2023
Q3 | $3.41M | Buy |
8,480
+1,084
| +15% | +$436K | 1.07% | 23 |
|
|
2023
Q2 | $2.98M | Buy |
7,396
+4,122
| +126% | +$1.66M | 0.93% | 21 |
|
|
2023
Q1 | $1.18M | Buy |
3,274
+144
| +5% | +$51.9K | 0.41% | 71 |
|
|
2022
Q4 | $1.16M | Buy |
3,130
+1,862
| +147% | +$691K | 0.43% | 48 |
|
|
2022
Q3 | $370K | Buy |
1,268
+29
| +2% | +$8.46K | 0.15% | 118 |
|
|
2022
Q2 | $394K | Sell |
1,239
-153
| -11% | -$48.7K | 0.21% | 94 |
|
|
2022
Q1 | $497K | Buy |
1,392
+9
| +0.7% | +$3.21K | 0.22% | 90 |
|
|
2021
Q4 | $490K | Buy |
1,383
+66
| +5% | +$23.4K | 0.4% | 67 |
|
|
2021
Q3 | $456K | Sell |
1,317
-50
| -4% | -$17.3K | 0.4% | 71 |
|
|
2021
Q2 | $499K | Buy |
+1,367
| New | +$499K | 0.44% | 56 |
|