GWM
Gitterman Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
569
-808
| -59% | -$455K | 0.07% | 78 |
|
|
2025
Q1 | $755K | Buy |
1,377
+39
| +3% | +$21.4K | 0.2% | 26 |
|
|
2024
Q4 | $705K | Buy |
+1,338
| New | +$705K | 0.29% | 22 |
|
|
2024
Q3 | – | Sell |
-957
| Closed | -$423K | – | 142 |
|
|
2024
Q2 | $423K | Sell |
957
-510
| -35% | -$225K | 0.16% | 36 |
|
|
2024
Q1 | $707K | Buy |
1,467
+76
| +5% | +$36.6K | 0.27% | 17 |
|
|
2023
Q4 | $594K | Sell |
1,391
-23
| -2% | -$9.82K | 0.26% | 18 |
|
|
2023
Q3 | $560K | Buy |
1,414
+49
| +4% | +$19.4K | 0.27% | 18 |
|
|
2023
Q2 | $537K | Buy |
1,365
+520
| +62% | +$205K | 0.25% | 21 |
|
|
2023
Q1 | $307K | Buy |
+845
| New | +$307K | 0.15% | 32 |
|
|
2022
Q4 | – | Sell |
-903
| Closed | -$257K | – | 85 |
|
|
2022
Q3 | $257K | Buy |
+903
| New | +$257K | 0.26% | 43 |
|