FWM
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Foresight Wealth Management’s Mastercard MA Stock Holding History

Foresight Wealth Management’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,852
Closed -$1.09M – 66
2022
Q3 		$1.09M Buy
3,852
+125
+3% +$41.4K 0.25% 34
2022
Q2 		$1.18M Buy
3,727
+112
+3% +$38.6K 0.24% 33
2022
Q1 		$1.29M Buy
3,615
+24
+0.7% +$8.63K 0.24% 34
2021
Q4 		$1.29M Buy
3,591
+69
+2% +$23.9K 0.02% 35
2021
Q3 		$1.23M Sell
3,522
-1,011
-22% -$368K 0.25% 34
2021
Q2 		$1.66M Buy
4,533
+41
+0.9% +$15.2K 0.37% 30
2021
Q1 		$1.6M Buy
4,492
+20
+0.4% +$6.98K 0.41% 32
2020
Q4 		$1.6M Sell
4,472
-201
-4% -$66.9K 0.42% 28
2020
Q3 		$1.58M Buy
4,673
+446
+11% +$145K 0.53% 23
2020
Q2 		$1.25M Buy
4,227
+119
+3% +$33.5K 0.57% 30
2020
Q1 		$992K Buy
4,108
+373
+10% +$111K 0.68% 29
2019
Q4 		$1.11M Sell
3,735
-50
-1% -$14.1K 0.69% 31
2019
Q3 		$1.03M Buy
3,785
+77
+2% +$21.2K 0.74% 33
2019
Q2 		$981K Buy
3,708
+154
+4% +$38.5K 0.74% 32
2019
Q1 		$837K Buy
3,554
+1,071
+43% +$230K 0.73% 36
2018
Q4 		$468K Buy
+2,483
New +$493K 0.5% 50

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