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Ritholtz Wealth Management’s Mastercard MA Stock Holding History

Ritholtz Wealth Management’s Portfolio MA Stock Details MA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.1M Buy
19,779
+392
+2% +$220K 0.25% 46
2025
Q1 		$10.6M Buy
19,387
+1,383
+8% +$758K 0.32% 39
2024
Q4 		$9.48M Buy
18,004
+660
+4% +$348K 0.28% 43
2024
Q3 		$8.56M Buy
17,344
+286
+2% +$141K 0.26% 47
2024
Q2 		$7.53M Sell
17,058
-309
-2% -$136K 0.25% 48
2024
Q1 		$8.36M Buy
17,367
+442
+3% +$213K 0.29% 44
2023
Q4 		$7.22M Sell
16,925
-196
-1% -$83.6K 0.28% 45
2023
Q3 		$6.78M Buy
17,121
+1,400
+9% +$554K 0.3% 45
2023
Q2 		$6.18M Sell
15,721
-1,428
-8% -$562K 0.28% 47
2023
Q1 		$6.23M Buy
17,149
+3,985
+30% +$1.45M 0.31% 43
2022
Q4 		$4.58M Buy
13,164
+4,322
+49% +$1.5M 0.26% 64
2022
Q3 		$2.51M Buy
8,842
+2,313
+35% +$658K 0.13% 107
2022
Q2 		$2.06M Buy
6,529
+928
+17% +$293K 0.13% 85
2022
Q1 		$2M Buy
5,601
+980
+21% +$350K 0.14% 92
2021
Q4 		$1.66M Buy
4,621
+116
+3% +$41.7K 0.1% 95
2021
Q3 		$1.57M Sell
4,505
-268
-6% -$93.2K 0.11% 91
2021
Q2 		$1.74M Buy
4,773
+433
+10% +$158K 0.13% 78
2021
Q1 		$1.55M Buy
4,340
+469
+12% +$167K 0.13% 75
2020
Q4 		$1.38M Buy
3,871
+60
+2% +$21.4K 0.13% 68
2020
Q3 		$1.29M Buy
3,811
+877
+30% +$297K 0.14% 66
2020
Q2 		$868K Buy
2,934
+946
+48% +$280K 0.11% 75
2020
Q1 		$480K Buy
1,988
+231
+13% +$55.8K 0.08% 77
2019
Q4 		$525K Buy
1,757
+369
+27% +$110K 0.08% 79
2019
Q3 		$377K Buy
1,388
+82
+6% +$22.3K 0.06% 94
2019
Q2 		$345K Buy
1,306
+361
+38% +$95.4K 0.06% 96
2019
Q1 		$223K Buy
+945
New +$223K 0.04% 118