DWMS
Dominguez Wealth Management Solutions’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
822
+1
| +0.1% | +$562 | 0.32% | 49 |
|
|
2025
Q1 | $450K | Hold |
821
| – | – | 0.33% | 48 |
|
|
2024
Q4 | $432K | Buy |
821
+34
| +4% | +$17.9K | 0.32% | 49 |
|
|
2024
Q3 | $389K | Hold |
787
| – | – | 0.28% | 52 |
|
|
2024
Q2 | $347K | Buy |
787
+1
| +0.1% | +$441 | 0.26% | 51 |
|
|
2024
Q1 | $379K | Hold |
786
| – | – | 0.3% | 51 |
|
|
2023
Q4 | $335K | Buy |
786
+55
| +8% | +$23.4K | 0.28% | 51 |
|
|
2023
Q3 | $289K | Buy |
731
+11
| +2% | +$4.36K | 0.27% | 49 |
|
|
2023
Q2 | $283K | Buy |
720
+1
| +0.1% | +$393 | 0.25% | 49 |
|
|
2023
Q1 | $261K | Hold |
719
| – | – | 0.24% | 50 |
|
|
2022
Q4 | $250K | Buy |
+719
| New | +$250K | 0.25% | 50 |
|