MW
MBL Wealth’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
1,367
+56
| +4% | +$31.5K | 0.07% | 117 |
|
|
2025
Q1 | $719K | Buy |
1,311
+47
| +4% | +$25.8K | 0.07% | 112 |
|
|
2024
Q4 | $666K | Sell |
1,264
-20
| -2% | -$10.5K | 0.07% | 118 |
|
|
2024
Q3 | $634K | Sell |
1,284
-10
| -0.8% | -$4.94K | 0.07% | 123 |
|
|
2024
Q2 | $571K | Buy |
1,294
+1
| +0.1% | +$441 | 0.06% | 120 |
|
|
2024
Q1 | $623K | Buy |
1,293
+355
| +38% | +$171K | 0.07% | 112 |
|
|
2023
Q4 | $400K | Sell |
938
-77
| -8% | -$32.8K | 0.05% | 125 |
|
|
2023
Q3 | $402K | Sell |
1,015
-1
| -0.1% | -$396 | 0.06% | 125 |
|
|
2023
Q2 | $400K | Sell |
1,016
-71
| -7% | -$27.9K | 0.06% | 122 |
|
|
2023
Q1 | $395K | Sell |
1,087
-8
| -0.7% | -$2.91K | 0.06% | 114 |
|
|
2022
Q4 | $381K | Buy |
1,095
+99
| +10% | +$34.4K | 0.07% | 118 |
|
|
2022
Q3 | $283K | Buy |
996
+133
| +15% | +$37.8K | 0.06% | 125 |
|
|
2022
Q2 | $272K | Sell |
863
-187
| -18% | -$58.9K | 0.07% | 114 |
|
|
2022
Q1 | $375K | Buy |
+1,050
| New | +$375K | 0.09% | 118 |
|
|
2021
Q1 | $248K | Buy |
+698
| New | +$248K | 0.09% | 131 |
|