UW
Unique Wealth’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
4,909
+196
| +4% | +$110K | 0.45% | 54 |
|
|
2025
Q1 | $2.58M | Buy |
4,713
+993
| +27% | +$544K | 0.49% | 48 |
|
|
2024
Q4 | $1.96M | Buy |
3,720
+314
| +9% | +$165K | 0.41% | 48 |
|
|
2024
Q3 | $1.68M | Buy |
3,406
+533
| +19% | +$263K | 0.39% | 49 |
|
|
2024
Q2 | $1.27M | Buy |
2,873
+333
| +13% | +$147K | 0.33% | 41 |
|
|
2024
Q1 | $1.22M | Buy |
2,540
+842
| +50% | +$405K | 0.35% | 41 |
|
|
2023
Q4 | $724K | Buy |
1,698
+351
| +26% | +$150K | 0.23% | 45 |
|
|
2023
Q3 | $533K | Buy |
1,347
+571
| +74% | +$226K | 0.22% | 48 |
|
|
2023
Q2 | $305K | Buy |
776
+162
| +26% | +$63.7K | 0.13% | 57 |
|
|
2023
Q1 | $223K | Buy |
614
+7
| +1% | +$2.54K | 0.11% | 54 |
|
|
2022
Q4 | $211K | Buy |
+607
| New | +$211K | 0.11% | 56 |
|