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Revolve Wealth Partners’s Mastercard MA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
3,607
+4
+0.1% +$2.25K 0.26% 57
2025
Q1
$1.97M Buy
3,603
+160
+5% +$87.7K 0.29% 55
2024
Q4
$1.81M Sell
3,443
-643
-16% -$339K 0.26% 60
2024
Q3
$2.02M Sell
4,086
-206
-5% -$102K 0.31% 50
2024
Q2
$1.89M Sell
4,292
-299
-7% -$132K 0.31% 51
2024
Q1
$2.21M Buy
4,591
+104
+2% +$50.1K 0.38% 45
2023
Q4
$1.91M Sell
4,487
-300
-6% -$128K 0.37% 48
2023
Q3
$1.9M Buy
4,787
+22
+0.5% +$8.71K 0.44% 47
2023
Q2
$1.87M Buy
4,765
+33
+0.7% +$13K 0.44% 46
2023
Q1
$1.72M Sell
4,732
-186
-4% -$67.6K 0.44% 47
2022
Q4
$1.71M Sell
4,918
-11
-0.2% -$3.83K 0.49% 44
2022
Q3
$1.4M Sell
4,929
-205
-4% -$58.3K 0.47% 40
2022
Q2
$1.62M Buy
5,134
+102
+2% +$32.2K 0.53% 38
2022
Q1
$1.8M Buy
5,032
+50
+1% +$17.9K 0.52% 38
2021
Q4
$1.79M Buy
+4,982
New +$1.79M 0.52% 40