FWA
FSM Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Buy |
1,705
+36
| +2% | +$20.3K | 0.16% | 94 |
|
|
2025
Q1 | $915K | Buy |
1,669
+258
| +18% | +$141K | 0.21% | 67 |
|
|
2024
Q4 | $738K | Buy |
1,411
+112
| +9% | +$58.6K | 0.18% | 76 |
|
|
2024
Q3 | $641K | Buy |
1,299
+149
| +13% | +$73.6K | 0.17% | 81 |
|
|
2024
Q2 | $508K | Sell |
1,150
-10
| -0.9% | -$4.41K | 0.17% | 83 |
|
|
2024
Q1 | $559K | Buy |
1,160
+29
| +3% | +$14K | 0.2% | 78 |
|
|
2023
Q4 | $482K | Sell |
1,131
-20
| -2% | -$8.53K | 0.21% | 86 |
|
|
2023
Q3 | $456K | Sell |
1,151
-171
| -13% | -$67.7K | 0.23% | 81 |
|
|
2023
Q2 | $526K | Buy |
1,322
+105
| +9% | +$41.8K | 0.26% | 79 |
|
|
2023
Q1 | $442K | Buy |
1,217
+361
| +42% | +$131K | 0.26% | 84 |
|
|
2022
Q4 | $298K | Buy |
856
+33
| +4% | +$11.5K | 0.21% | 108 |
|
|
2022
Q3 | $234K | Buy |
823
+65
| +9% | +$18.5K | 0.19% | 117 |
|
|
2022
Q2 | $267K | Buy |
+758
| New | +$267K | 0.26% | 91 |
|