DWM
Drive Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
2,561
-22
| -0.9% | -$12.4K | 0.32% | 73 |
|
|
2025
Q1 | $1.42M | Buy |
2,583
+20
| +0.8% | +$11K | 0.33% | 71 |
|
|
2024
Q4 | $1.35M | Buy |
2,563
+32
| +1% | +$16.9K | 0.33% | 59 |
|
|
2024
Q3 | $1.25M | Sell |
2,531
-38
| -1% | -$18.8K | 0.33% | 58 |
|
|
2024
Q2 | $1.13M | Buy |
2,569
+47
| +2% | +$20.7K | 0.31% | 66 |
|
|
2024
Q1 | $1.21M | Sell |
2,522
-213
| -8% | -$103K | 0.34% | 61 |
|
|
2023
Q4 | $1.17M | Sell |
2,735
-76
| -3% | -$32.4K | 0.38% | 53 |
|
|
2023
Q3 | $1.11M | Sell |
2,811
-217
| -7% | -$85.9K | 0.41% | 55 |
|
|
2023
Q2 | $1.19M | Sell |
3,028
-37
| -1% | -$14.5K | 0.44% | 53 |
|
|
2023
Q1 | $1.11M | Sell |
3,065
-1,244
| -29% | -$452K | 0.47% | 50 |
|
|
2022
Q4 | $1.5M | Buy |
4,309
+544
| +14% | +$189K | 0.75% | 29 |
|
|
2022
Q3 | $1.07M | Sell |
3,765
-288
| -7% | -$81.8K | 1.02% | 20 |
|
|
2022
Q2 | $1.28M | Buy |
4,053
+247
| +6% | +$77.9K | 1.17% | 12 |
|
|
2022
Q1 | $1.36M | Buy |
3,806
+771
| +25% | +$276K | 1.15% | 16 |
|
|
2021
Q4 | $1.09M | Buy |
+3,035
| New | +$1.09M | 0.96% | 18 |
|