OBWP
O'Brien Wealth Partners’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Sell |
22
-87
| -80% | -$48.9K | ﹤0.01% | 76 |
|
|
2025
Q1 | $59.7K | Buy |
109
+9
| +9% | +$4.93K | 0.01% | 59 |
|
|
2024
Q4 | $52.7K | Hold |
100
| – | – | 0.01% | 59 |
|
|
2024
Q3 | $49.4K | Sell |
100
-11
| -10% | -$5.43K | 0.01% | 58 |
|
|
2024
Q2 | $49K | Sell |
111
-7
| -6% | -$3.09K | 0.01% | 53 |
|
|
2024
Q1 | $56.8K | Sell |
118
-24
| -17% | -$11.6K | 0.01% | 55 |
|
|
2023
Q4 | $60.6K | Sell |
142
-243
| -63% | -$104K | 0.02% | 54 |
|
|
2023
Q3 | $152K | Hold |
385
| – | – | 0.04% | 46 |
|
|
2023
Q2 | $151K | Sell |
385
-13
| -3% | -$5.11K | 0.04% | 47 |
|
|
2023
Q1 | $145K | Sell |
398
-8
| -2% | -$2.91K | 0.05% | 49 |
|
|
2022
Q4 | $141K | Sell |
406
-56
| -12% | -$19.5K | 0.06% | 51 |
|
|
2022
Q3 | $131K | Sell |
462
-29
| -6% | -$8.22K | 0.06% | 51 |
|
|
2022
Q2 | $155K | Buy |
491
+109
| +29% | +$34.4K | 0.06% | 54 |
|
|
2022
Q1 | $125K | Buy |
382
+8
| +2% | +$2.62K | 0.05% | 49 |
|
|
2021
Q4 | $140K | Buy |
374
+18
| +5% | +$6.74K | 0.05% | 48 |
|
|
2021
Q3 | $122K | Sell |
356
-313
| -47% | -$107K | 0.04% | 41 |
|
|
2021
Q2 | $250K | Buy |
669
+28
| +4% | +$10.5K | 0.08% | 35 |
|
|
2021
Q1 | $242K | Buy |
641
+41
| +7% | +$15.5K | 0.08% | 37 |
|
|
2020
Q4 | $213K | Buy |
+600
| New | +$213K | 0.08% | 35 |
|