DWM
Diversify Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
11,519
+677
| +6% | +$389K | 0.41% | 59 |
|
|
2025
Q1 | $5.85M | Buy |
10,842
+389
| +4% | +$210K | 0.43% | 56 |
|
|
2024
Q4 | $5.28M | Buy |
10,453
+2,406
| +30% | +$1.21M | 0.41% | 58 |
|
|
2024
Q3 | $4.13M | Buy |
8,047
+350
| +5% | +$180K | 0.4% | 67 |
|
|
2024
Q2 | $3.4M | Buy |
+7,697
| New | +$3.4M | 0.42% | 57 |
|