IFWM
Institute for Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
9,537
-53
| -0.6% | -$29.8K | 0.6% | 32 |
|
|
2025
Q1 | $5.26M | Sell |
9,590
-58
| -0.6% | -$31.8K | 0.67% | 28 |
|
|
2024
Q4 | $5.08M | Sell |
9,648
-99
| -1% | -$52.1K | 0.64% | 26 |
|
|
2024
Q3 | $4.81M | Sell |
9,747
-182
| -2% | -$89.9K | 0.61% | 28 |
|
|
2024
Q2 | $4.38M | Sell |
9,929
-10
| -0.1% | -$4.41K | 0.59% | 31 |
|
|
2024
Q1 | $4.79M | Sell |
9,939
-193
| -2% | -$92.9K | 0.62% | 25 |
|
|
2023
Q4 | $4.32M | Sell |
10,132
-40
| -0.4% | -$17.1K | 0.7% | 24 |
|
|
2023
Q3 | $4.03M | Buy |
10,172
+98
| +1% | +$38.8K | 0.73% | 20 |
|
|
2023
Q2 | $3.96M | Sell |
10,074
-268
| -3% | -$105K | 0.67% | 21 |
|
|
2023
Q1 | $3.76M | Sell |
10,342
-225
| -2% | -$81.8K | 0.72% | 21 |
|
|
2022
Q4 | $3.67M | Sell |
10,567
-81
| -0.8% | -$28.2K | 0.77% | 20 |
|
|
2022
Q3 | $3.03M | Buy |
10,648
+22
| +0.2% | +$6.26K | 0.68% | 28 |
|
|
2022
Q2 | $3.35M | Buy |
10,626
+42
| +0.4% | +$13.2K | 0.66% | 25 |
|
|
2022
Q1 | $3.78M | Buy |
10,584
+42
| +0.4% | +$15K | 0.61% | 31 |
|
|
2021
Q4 | $3.79M | Buy |
10,542
+186
| +2% | +$66.8K | 0.62% | 27 |
|
|
2021
Q3 | $3.6M | Buy |
10,356
+572
| +6% | +$199K | 0.63% | 26 |
|
|
2021
Q2 | $3.57M | Buy |
9,784
+202
| +2% | +$73.7K | 0.63% | 29 |
|
|
2021
Q1 | $3.41M | Buy |
9,582
+214
| +2% | +$76.2K | 0.65% | 28 |
|
|
2020
Q4 | $3.34M | Buy |
9,368
+720
| +8% | +$257K | 0.66% | 29 |
|
|
2020
Q3 | $2.92M | Buy |
8,648
+285
| +3% | +$96.4K | 0.67% | 28 |
|
|
2020
Q2 | $2.47M | Buy |
8,363
+757
| +10% | +$224K | 0.61% | 28 |
|
|
2020
Q1 | $1.84M | Buy |
7,606
+164
| +2% | +$39.6K | 0.57% | 36 |
|
|
2019
Q4 | $2.22M | Buy |
7,442
+364
| +5% | +$109K | 0.5% | 38 |
|
|
2019
Q3 | $1.92M | Sell |
7,078
-17
| -0.2% | -$4.62K | 0.48% | 45 |
|
|
2019
Q2 | $1.88M | Buy |
7,095
+110
| +2% | +$29.1K | 0.42% | 54 |
|
|
2019
Q1 | $1.65M | Sell |
6,985
-182
| -3% | -$42.9K | 0.36% | 61 |
|
|
2018
Q4 | $1.35M | Buy |
+7,167
| New | +$1.35M | 0.56% | 45 |
|
|
2018
Q1 | – | Sell |
-6,333
| Closed | -$960K | – | 341 |
|
|
2017
Q4 | $960K | Buy |
+6,333
| New | +$960K | 0.22% | 136 |
|
|
2017
Q3 | – | Sell |
-6,297
| Closed | -$761K | – | 330 |
|
|
2017
Q2 | $761K | Buy |
+6,297
| New | +$761K | 0.21% | 152 |
|