CWG
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Cornerstone Wealth Group’s Mastercard MA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.28M Sell
5,842
-65
-1% -$36.5K 0.25% 100
2025
Q1
$3.24M Sell
5,907
-126
-2% -$69.1K 0.27% 99
2024
Q4
$3.18M Buy
6,033
+355
+6% +$187K 0.26% 95
2024
Q3
$2.8M Buy
5,678
+286
+5% +$141K 0.23% 98
2024
Q2
$2.38M Buy
5,392
+374
+7% +$165K 0.21% 96
2024
Q1
$2.42M Buy
5,018
+827
+20% +$398K 0.22% 94
2023
Q4
$1.79M Buy
4,191
+131
+3% +$55.9K 0.26% 81
2023
Q3
$1.61M Buy
4,060
+50
+1% +$19.8K 0.29% 86
2023
Q2
$1.58M Buy
4,010
+216
+6% +$85K 0.29% 83
2023
Q1
$1.38M Buy
3,794
+35
+0.9% +$12.7K 0.25% 90
2022
Q4
$1.31M Sell
3,759
-64
-2% -$22.3K 0.25% 83
2022
Q3
$1.09M Sell
3,823
-155
-4% -$44.1K 0.24% 78
2022
Q2
$1.26M Buy
3,978
+159
+4% +$50.2K 0.26% 80
2022
Q1
$1.37M Sell
3,819
-10
-0.3% -$3.57K 0.25% 96
2021
Q4
$1.38M Buy
3,829
+1,765
+86% +$634K 0.24% 89
2021
Q3
$718K Sell
2,064
-8,185
-80% -$2.85M 0.13% 107
2021
Q2
$3.75M Buy
10,249
+1,047
+11% +$383K 0.76% 35
2021
Q1
$3.53M Buy
9,202
+7,237
+368% +$2.77M 0.72% 40
2020
Q4
$701K Sell
1,965
-83
-4% -$29.6K 0.17% 105
2020
Q3
$693K Buy
2,048
+18
+0.9% +$6.09K 0.19% 85
2020
Q2
$600K Sell
2,030
-481
-19% -$142K 0.15% 83
2020
Q1
$607K Buy
2,511
+639
+34% +$154K 0.21% 73
2019
Q4
$559K Buy
1,872
+16
+0.9% +$4.78K 0.15% 102
2019
Q3
$504K Sell
1,856
-58
-3% -$15.8K 0.13% 93
2019
Q2
$506K Hold
1,914
0.14% 112
2019
Q1
$451K Buy
+1,914
New +$451K 0.11% 121