DWAM
Duncan Williams Asset Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
6,726
+131
| +2% | +$73.6K | 1.19% | 17 |
|
|
2025
Q1 | $3.61M | Buy |
6,595
+272
| +4% | +$149K | 1.31% | 16 |
|
|
2024
Q4 | $3.33M | Buy |
6,323
+3,500
| +124% | +$1.84M | 1.31% | 16 |
|
|
2024
Q3 | $1.39M | Sell |
2,823
-151
| -5% | -$74.6K | 0.77% | 21 |
|
|
2024
Q2 | $1.31M | Buy |
2,974
+226
| +8% | +$99.7K | 1.11% | 14 |
|
|
2024
Q1 | $1.32M | Buy |
+2,748
| New | +$1.32M | 1.19% | 13 |
|