TCWA
Turtle Creek Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
11,055
+1,848
| +20% | +$1.04M | 0.73% | 42 |
|
|
2025
Q1 | $5.05M | Buy |
+9,207
| New | +$5.05M | 0.75% | 45 |
|
|
2024
Q4 | – | Sell |
-6,332
| Closed | -$3.13M | – | 128 |
|
|
2024
Q3 | $3.13M | Sell |
6,332
-1
| -0% | -$494 | 0.63% | 51 |
|
|
2024
Q2 | $2.79M | Buy |
6,333
+192
| +3% | +$84.7K | 0.65% | 48 |
|
|
2024
Q1 | $2.96M | Sell |
6,141
-75
| -1% | -$36.1K | 0.73% | 51 |
|
|
2023
Q4 | $2.65M | Buy |
+6,216
| New | +$2.65M | 0.78% | 44 |
|