MWC
MBM Wealth Consultants’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
727
| – | – | 0.11% | 81 |
|
|
2025
Q1 | $398K | Hold |
727
| – | – | 0.12% | 76 |
|
|
2024
Q4 | $380K | Sell |
727
-14
| -2% | -$7.31K | 0.11% | 73 |
|
|
2024
Q3 | $366K | Hold |
741
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $330K | Buy |
741
+11
| +2% | +$4.89K | 0.11% | 72 |
|
|
2024
Q1 | $352K | Hold |
730
| – | – | 0.12% | 70 |
|
|
2023
Q4 | $322K | Sell |
730
-26
| -3% | -$11.5K | 0.12% | 73 |
|
|
2023
Q3 | $301K | Hold |
756
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $303K | Sell |
756
-206
| -21% | -$82.5K | 0.13% | 73 |
|
|
2023
Q1 | $275K | Hold |
962
| – | – | 0.11% | 78 |
|
|
2022
Q4 | $334K | Buy |
962
+150
| +18% | +$52.1K | 0.15% | 68 |
|
|
2022
Q3 | $236K | Hold |
812
| – | – | 0.11% | 77 |
|
|
2022
Q2 | $256K | Hold |
812
| – | – | 0.13% | 78 |
|
|
2022
Q1 | $290K | Sell |
812
-42
| -5% | -$15K | 0.12% | 85 |
|
|
2021
Q4 | $307K | Buy |
854
+42
| +5% | +$15.1K | 0.13% | 78 |
|
|
2021
Q3 | $282K | Hold |
812
| – | – | 0.13% | 81 |
|
|
2021
Q2 | $296K | Sell |
812
-1
| -0.1% | -$365 | 0.14% | 83 |
|
|
2021
Q1 | $289K | Hold |
813
| – | – | 0.15% | 79 |
|
|
2020
Q4 | $290K | Sell |
813
-252
| -24% | -$89.9K | 0.16% | 77 |
|
|
2020
Q3 | $360K | Sell |
1,065
-32
| -3% | -$10.8K | 0.23% | 55 |
|
|
2020
Q2 | $324K | Sell |
1,097
-1,043
| -49% | -$308K | 0.23% | 57 |
|
|
2020
Q1 | $517K | Sell |
2,140
-247
| -10% | -$59.7K | 0.43% | 41 |
|
|
2019
Q4 | $713K | Sell |
2,387
-180
| -7% | -$53.8K | 0.53% | 35 |
|
|
2019
Q3 | $697K | Buy |
2,567
+36
| +1% | +$9.78K | 0.55% | 39 |
|
|
2019
Q2 | $679K | Sell |
2,531
-67
| -3% | -$18K | 0.56% | 40 |
|
|
2019
Q1 | $612K | Buy |
2,598
+33
| +1% | +$7.77K | 0.54% | 41 |
|
|
2018
Q4 | $484K | Buy |
+2,565
| New | +$484K | 0.47% | 54 |
|