CWP
CFM Wealth Partners’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Buy |
15,535
+144
| +0.9% | +$80.9K | 1.39% | 20 |
|
|
2025
Q1 | $8.44M | Buy |
15,391
+701
| +5% | +$384K | 1.49% | 17 |
|
|
2024
Q4 | $7.74M | Buy |
14,690
+134
| +0.9% | +$70.6K | 1.3% | 19 |
|
|
2024
Q3 | $7.19M | Buy |
14,556
+1,229
| +9% | +$607K | 1.26% | 20 |
|
|
2024
Q2 | $5.88M | Buy |
13,327
+1,081
| +9% | +$477K | 1.08% | 23 |
|
|
2024
Q1 | $5.9M | Buy |
12,246
+717
| +6% | +$345K | 1.18% | 23 |
|
|
2023
Q4 | $4.92M | Buy |
11,529
+430
| +4% | +$183K | 1.11% | 25 |
|
|
2023
Q3 | $4.39M | Buy |
11,099
+1,102
| +11% | +$436K | 1.15% | 20 |
|
|
2023
Q2 | $3.93M | Buy |
9,997
+80
| +0.8% | +$31.5K | 0.95% | 26 |
|
|
2023
Q1 | $3.6M | Buy |
9,917
+40
| +0.4% | +$14.5K | 0.97% | 25 |
|
|
2022
Q4 | $3.43M | Buy |
9,877
+18
| +0.2% | +$6.26K | 1.03% | 26 |
|
|
2022
Q3 | $2.8M | Buy |
9,859
+68
| +0.7% | +$19.3K | 0.9% | 29 |
|
|
2022
Q2 | $3.09M | Sell |
9,791
-334
| -3% | -$105K | 0.93% | 27 |
|
|
2022
Q1 | $3.62M | Sell |
10,125
-285
| -3% | -$102K | 0.87% | 28 |
|
|
2021
Q4 | $3.86M | Buy |
10,410
+43
| +0.4% | +$16K | 0.86% | 26 |
|
|
2021
Q3 | $3.6M | Buy |
10,367
+345
| +3% | +$120K | 0.91% | 30 |
|
|
2021
Q2 | $3.66M | Buy |
10,022
+39
| +0.4% | +$14.2K | 0.97% | 25 |
|
|
2021
Q1 | $3.55M | Sell |
9,983
-457
| -4% | -$163K | 1.07% | 23 |
|
|
2020
Q4 | $3.73M | Buy |
10,440
+1,066
| +11% | +$380K | 1.19% | 18 |
|
|
2020
Q3 | $3.17M | Buy |
9,374
+1,197
| +15% | +$405K | 1.16% | 21 |
|
|
2020
Q2 | $2.42M | Buy |
8,177
+85
| +1% | +$25.1K | 0.92% | 28 |
|
|
2020
Q1 | $1.96M | Sell |
8,092
-252
| -3% | -$60.9K | 0.91% | 29 |
|
|
2019
Q4 | $2.67M | Buy |
+8,344
| New | +$2.67M | 0.98% | 26 |
|