SW
Schulz Wealth’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
398
+3
| +0.8% | +$1.69K | 0.17% | 63 |
|
|
2025
Q1 | $217K | Hold |
395
| – | – | 0.17% | 60 |
|
|
2024
Q4 | $208K | Buy |
+395
| New | +$208K | 0.16% | 61 |
|
|
2024
Q2 | – | Sell |
-450
| Closed | -$217K | – | 58 |
|
|
2024
Q1 | $217K | Buy |
+450
| New | +$217K | 0.19% | 55 |
|