SWM
Spire Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
30,990
-7,638
| -20% | -$4.24M | 0.62% | 35 |
|
|
2025
Q1 | $21.2M | Sell |
38,628
-9,062
| -19% | -$4.97M | 0.68% | 30 |
|
|
2024
Q4 | $25.1M | Sell |
47,690
-1,650
| -3% | -$869K | 0.78% | 25 |
|
|
2024
Q3 | $24.4M | Sell |
49,340
-6,729
| -12% | -$3.32M | 0.82% | 24 |
|
|
2024
Q2 | $24.7M | Sell |
56,069
-1,763
| -3% | -$777K | 0.87% | 24 |
|
|
2024
Q1 | $42.8M | Sell |
57,832
-237
| -0.4% | -$175K | 0.78% | 29 |
|
|
2023
Q4 | $25.4M | Buy |
58,069
+5,226
| +10% | +$2.28M | 0.84% | 22 |
|
|
2023
Q3 | $20.9M | Buy |
52,843
+2,692
| +5% | +$1.07M | 0.8% | 22 |
|
|
2023
Q2 | $19.7M | Sell |
50,151
-11,485
| -19% | -$4.52M | 0.73% | 25 |
|
|
2023
Q1 | $22.4M | Buy |
61,636
+27,270
| +79% | +$9.91M | 0.87% | 21 |
|
|
2022
Q4 | $12M | Sell |
34,366
-973
| -3% | -$338K | 0.67% | 29 |
|
|
2022
Q3 | $10M | Sell |
35,339
-31,376
| -47% | -$8.92M | 0.61% | 34 |
|
|
2022
Q2 | $21M | Sell |
66,715
-32,401
| -33% | -$10.2M | 0.87% | 19 |
|
|
2022
Q1 | $35.4M | Sell |
99,116
-12,282
| -11% | -$4.39M | 0.95% | 15 |
|
|
2021
Q4 | $40M | Buy |
111,398
+3,784
| +4% | +$1.36M | 0.89% | 14 |
|
|
2021
Q3 | $36.7M | Buy |
107,614
+201
| +0.2% | +$68.6K | 0.97% | 13 |
|
|
2021
Q2 | $39.2M | Sell |
107,413
-22,959
| -18% | -$8.37M | 1.06% | 12 |
|
|
2021
Q1 | $46.4M | Buy |
+130,372
| New | +$46.4M | 1.23% | 7 |
|