GWMR
GC Wealth Management RIA’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Buy |
15,088
+7,464
| +98% | +$4.19M | 0.69% | 22 |
|
|
2025
Q1 | $4.18M | Sell |
7,624
-190
| -2% | -$104K | 0.77% | 28 |
|
|
2024
Q4 | $4.11M | Buy |
7,814
+829
| +12% | +$437K | 0.72% | 28 |
|
|
2024
Q3 | $3.45M | Buy |
6,985
+918
| +15% | +$453K | 0.6% | 33 |
|
|
2024
Q2 | $2.68M | Buy |
6,067
+547
| +10% | +$241K | 0.53% | 37 |
|
|
2024
Q1 | $2.66M | Buy |
5,520
+1,042
| +23% | +$502K | 0.53% | 35 |
|
|
2023
Q4 | $1.91M | Buy |
+4,478
| New | +$1.91M | 0.86% | 26 |
|