HWM
Howard Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
1,971
| – | – | 0.56% | 52 |
|
|
2025
Q1 | $1.08M | Hold |
1,971
| – | – | 0.6% | 46 |
|
|
2024
Q4 | $1.04M | Sell |
1,971
-5
| -0.3% | -$2.63K | 0.56% | 49 |
|
|
2024
Q3 | $976K | Hold |
1,976
| – | – | 0.57% | 50 |
|
|
2024
Q2 | $872K | Hold |
1,976
| – | – | 0.69% | 40 |
|
|
2024
Q1 | $952K | Buy |
1,976
+20
| +1% | +$9.63K | 0.77% | 34 |
|
|
2023
Q4 | $834K | Hold |
1,956
| – | – | 0.7% | 40 |
|
|
2023
Q3 | $774K | Hold |
1,956
| – | – | 0.71% | 39 |
|
|
2023
Q2 | $769K | Sell |
1,956
-36
| -2% | -$14.2K | 0.67% | 40 |
|
|
2023
Q1 | $724K | Sell |
1,992
-3
| -0.2% | -$1.09K | 0.6% | 46 |
|
|
2022
Q4 | $694K | Hold |
1,995
| – | – | 0.57% | 47 |
|
|
2022
Q3 | $567K | Hold |
1,995
| – | – | 0.4% | 57 |
|
|
2022
Q2 | $629K | Hold |
1,995
| – | – | 0.67% | 31 |
|
|
2022
Q1 | $712K | Hold |
1,995
| – | – | 0.39% | 59 |
|
|
2021
Q4 | $716K | Sell |
1,995
-4
| -0.2% | -$1.44K | 0.38% | 61 |
|
|
2021
Q3 | $695K | Buy |
1,999
+4
| +0.2% | +$1.39K | 0.39% | 65 |
|
|
2021
Q2 | $728K | Buy |
1,995
+1
| +0.1% | +$365 | 0.4% | 64 |
|
|
2021
Q1 | $709K | Buy |
1,994
+10
| +0.5% | +$3.56K | 0.41% | 61 |
|
|
2020
Q4 | $708K | Buy |
1,984
+12
| +0.6% | +$4.28K | 0.44% | 57 |
|
|
2020
Q3 | $666K | Sell |
1,972
-9
| -0.5% | -$3.04K | 0.47% | 53 |
|
|
2020
Q2 | $585K | Sell |
1,981
-53
| -3% | -$15.7K | 0.48% | 54 |
|
|
2020
Q1 | $491K | Buy |
2,034
+52
| +3% | +$12.6K | 0.52% | 47 |
|
|
2019
Q4 | $591K | Buy |
+1,982
| New | +$591K | 0.49% | 49 |
|