EWS
Evergreen Wealth Solutions’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
2,558
+341
| +15% | +$192K | 0.87% | 25 |
|
|
2025
Q1 | $1.22M | Sell |
2,217
-460
| -17% | -$252K | 0.82% | 22 |
|
|
2024
Q4 | $1.41M | Buy |
2,677
+168
| +7% | +$88.5K | 0.98% | 20 |
|
|
2024
Q3 | $1.24M | Sell |
2,509
-595
| -19% | -$294K | 0.84% | 18 |
|
|
2024
Q2 | $1.37M | Sell |
3,104
-653
| -17% | -$288K | 0.97% | 17 |
|
|
2024
Q1 | $1.81M | Sell |
3,757
-656
| -15% | -$316K | 1.34% | 10 |
|
|
2023
Q4 | $1.88M | Sell |
4,413
-243
| -5% | -$104K | 1.61% | 10 |
|
|
2023
Q3 | $1.84M | Sell |
4,656
-279
| -6% | -$110K | 1.86% | 7 |
|
|
2023
Q2 | $1.94M | Buy |
4,935
+31
| +0.6% | +$12.2K | 1.96% | 7 |
|
|
2023
Q1 | $1.78M | Sell |
4,904
-174
| -3% | -$63.2K | 2.06% | 7 |
|
|
2022
Q4 | $1.77M | Buy |
5,078
+91
| +2% | +$31.6K | 2.33% | 7 |
|
|
2022
Q3 | $1.42M | Sell |
4,987
-260
| -5% | -$73.9K | 2.01% | 10 |
|
|
2022
Q2 | $1.66M | Buy |
5,247
+65
| +1% | +$20.5K | 2.03% | 7 |
|
|
2022
Q1 | $1.85M | Buy |
5,182
+49
| +1% | +$17.5K | 1.8% | 10 |
|
|
2021
Q4 | $1.85M | Buy |
+5,133
| New | +$1.85M | 1.67% | 10 |
|