AWM
Axxcess Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
13,872
+408
| +3% | +$229K | 0.18% | 103 |
|
|
2025
Q1 | $7.38M | Sell |
13,464
-1,411
| -9% | -$773K | 0.2% | 97 |
|
|
2024
Q4 | $7.83M | Sell |
14,875
-59
| -0.4% | -$31.1K | 0.19% | 90 |
|
|
2024
Q3 | $7.37M | Buy |
14,934
+307
| +2% | +$152K | 0.18% | 99 |
|
|
2024
Q2 | $6.45M | Buy |
14,627
+1,158
| +9% | +$511K | 0.17% | 107 |
|
|
2024
Q1 | $6.49M | Sell |
13,469
-2,908
| -18% | -$1.4M | 0.18% | 103 |
|
|
2023
Q4 | $6.99M | Buy |
16,377
+540
| +3% | +$230K | 0.2% | 97 |
|
|
2023
Q3 | $6.27M | Buy |
15,837
+11,738
| +286% | +$4.65M | 0.21% | 94 |
|
|
2023
Q2 | $1.61M | Buy |
4,099
+81
| +2% | +$31.9K | 0.12% | 160 |
|
|
2023
Q1 | $1.46M | Sell |
4,018
-258
| -6% | -$93.8K | 0.11% | 171 |
|
|
2022
Q4 | $1.49M | Sell |
4,276
-688
| -14% | -$239K | 0.12% | 162 |
|
|
2022
Q3 | $1.41M | Sell |
4,964
-432
| -8% | -$123K | 0.13% | 152 |
|
|
2022
Q2 | $1.7M | Buy |
5,396
+1,269
| +31% | +$401K | 0.16% | 127 |
|
|
2022
Q1 | $1.48M | Buy |
4,127
+1,213
| +42% | +$434K | 0.12% | 144 |
|
|
2021
Q4 | $1.05M | Buy |
+2,914
| New | +$1.05M | 0.08% | 201 |
|