RWB
RMR Wealth Builders’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
4,656
+181
| +4% | +$102K | 0.24% | 54 |
|
|
2025
Q1 | $2.45M | Sell |
4,475
-51
| -1% | -$28K | 0.26% | 50 |
|
|
2024
Q4 | $2.38M | Buy |
4,526
+40
| +0.9% | +$21.1K | 0.25% | 53 |
|
|
2024
Q3 | $2.22M | Sell |
4,486
-163
| -4% | -$80.5K | 0.23% | 53 |
|
|
2024
Q2 | $2.05M | Sell |
4,649
-44
| -0.9% | -$19.4K | 0.24% | 53 |
|
|
2024
Q1 | $2.26M | Buy |
4,693
+601
| +15% | +$289K | 0.27% | 47 |
|
|
2023
Q4 | $1.75M | Sell |
4,092
-149
| -4% | -$63.6K | 0.25% | 47 |
|
|
2023
Q3 | $1.68M | Buy |
4,241
+714
| +20% | +$283K | 0.27% | 47 |
|
|
2023
Q2 | $1.39M | Sell |
3,527
-49
| -1% | -$19.3K | 0.24% | 50 |
|
|
2023
Q1 | $1.3M | Buy |
3,576
+923
| +35% | +$335K | 0.25% | 49 |
|
|
2022
Q4 | $922K | Sell |
2,653
-25
| -0.9% | -$8.69K | 0.21% | 58 |
|
|
2022
Q3 | $762K | Sell |
2,678
-68
| -2% | -$19.3K | 0.19% | 66 |
|
|
2022
Q2 | $866K | Sell |
2,746
-998
| -27% | -$315K | 0.22% | 67 |
|
|
2022
Q1 | $1.34M | Buy |
+3,744
| New | +$1.34M | 0.29% | 58 |
|
|
2021
Q4 | – | Sell |
-3,648
| Closed | -$1.27M | – | 168 |
|
|
2021
Q3 | $1.27M | Buy |
3,648
+58
| +2% | +$20.2K | 0.37% | 45 |
|
|
2021
Q2 | $1.31M | Sell |
3,590
-313
| -8% | -$114K | 0.43% | 40 |
|
|
2021
Q1 | $1.39M | Buy |
3,903
+594
| +18% | +$212K | 0.36% | 42 |
|
|
2020
Q4 | $1.18M | Sell |
3,309
-1,595
| -33% | -$569K | 0.58% | 37 |
|
|
2020
Q3 | $1.66M | Buy |
4,904
+1,595
| +48% | +$539K | 0.43% | 41 |
|
|
2020
Q2 | $987K | Buy |
+3,309
| New | +$987K | 0.88% | 28 |
|
|
2019
Q4 | $1.74M | Buy |
+5,819
| New | +$1.74M | 1.67% | 13 |
|