RZH
Relyea Zuckerberg Hanson’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
4,039
+269
| +7% | +$151K | 0.27% | 59 |
|
|
2025
Q1 | $2.07M | Buy |
3,770
+85
| +2% | +$46.6K | 0.28% | 56 |
|
|
2024
Q4 | $1.94M | Buy |
3,685
+200
| +6% | +$105K | 0.26% | 61 |
|
|
2024
Q3 | $1.72M | Sell |
3,485
-42
| -1% | -$20.7K | 0.26% | 56 |
|
|
2024
Q2 | $1.56M | Buy |
3,527
+90
| +3% | +$39.7K | 0.26% | 55 |
|
|
2024
Q1 | $1.66M | Buy |
3,437
+50
| +1% | +$24.1K | 0.29% | 49 |
|
|
2023
Q4 | $1.44M | Buy |
3,387
+30
| +0.9% | +$12.8K | 0.28% | 52 |
|
|
2023
Q3 | $1.33M | Buy |
3,357
+33
| +1% | +$13.1K | 0.3% | 51 |
|
|
2023
Q2 | $1.31M | Buy |
3,324
+170
| +5% | +$66.9K | 0.29% | 50 |
|
|
2023
Q1 | $1.15M | Buy |
3,154
+135
| +4% | +$49.1K | 0.28% | 55 |
|
|
2022
Q4 | $1.05M | Buy |
3,019
+585
| +24% | +$203K | 0.3% | 55 |
|
|
2022
Q3 | $692K | Buy |
2,434
+45
| +2% | +$12.8K | 0.25% | 64 |
|
|
2022
Q2 | $754K | Buy |
2,389
+107
| +5% | +$33.8K | 0.28% | 56 |
|
|
2022
Q1 | $810K | Buy |
2,282
+117
| +5% | +$41.5K | 0.27% | 62 |
|
|
2021
Q4 | $769K | Buy |
2,165
+152
| +8% | +$54K | 0.28% | 63 |
|
|
2021
Q3 | $700K | Buy |
2,013
+138
| +7% | +$48K | 0.27% | 62 |
|
|
2021
Q2 | $685K | Buy |
1,875
+35
| +2% | +$12.8K | 0.28% | 60 |
|
|
2021
Q1 | $716K | Buy |
1,840
+106
| +6% | +$41.2K | 0.32% | 53 |
|
|
2020
Q4 | $619K | Sell |
1,734
-330
| -16% | -$118K | 0.33% | 52 |
|
|
2020
Q3 | $699K | Buy |
2,064
+364
| +21% | +$123K | 0.45% | 45 |
|
|
2020
Q2 | $503K | Hold |
1,700
| – | – | 0.4% | 54 |
|
|
2020
Q1 | $411K | Sell |
1,700
-41
| -2% | -$9.91K | 0.45% | 55 |
|
|
2019
Q4 | $520K | Buy |
+1,741
| New | +$520K | 0.5% | 47 |
|