HHRDM
H&H Retirement Design & Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
1,301
-294
| -18% | -$163K | 0.4% | 45 |
|
|
2025
Q1 | $812K | Buy |
1,595
+3
| +0.2% | +$1.53K | 0.54% | 40 |
|
|
2024
Q4 | $888K | Sell |
1,592
-163
| -9% | -$90.9K | 0.54% | 42 |
|
|
2024
Q3 | $890K | Sell |
1,755
-74
| -4% | -$37.5K | 0.52% | 43 |
|
|
2024
Q2 | $819K | Sell |
1,829
-35
| -2% | -$15.7K | 0.51% | 45 |
|
|
2024
Q1 | $851K | Buy |
+1,864
| New | +$851K | 0.56% | 43 |
|