GJWM
Gilliland Jeter Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Hold |
1,442
| – | – | 0.26% | 82 |
|
|
2025
Q1 | $790K | Sell |
1,442
-17
| -1% | -$9.32K | 0.28% | 80 |
|
|
2024
Q4 | $768K | Hold |
1,459
| – | – | 0.26% | 81 |
|
|
2024
Q3 | $721K | Hold |
1,459
| – | – | 0.23% | 87 |
|
|
2024
Q2 | $644K | Hold |
1,459
| – | – | 0.22% | 92 |
|
|
2024
Q1 | $703K | Sell |
1,459
-496
| -25% | -$239K | 0.24% | 87 |
|
|
2023
Q4 | $834K | Buy |
+1,955
| New | +$834K | 0.34% | 76 |
|