WWA
WCG Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
14,067
+1,235
| +10% | +$694K | 0.51% | 57 |
|
|
2025
Q1 | $7.03M | Sell |
12,832
-397
| -3% | -$218K | 0.53% | 58 |
|
|
2024
Q4 | $6.97M | Buy |
13,229
+410
| +3% | +$216K | 0.46% | 72 |
|
|
2024
Q3 | $6.33M | Sell |
12,819
-274
| -2% | -$135K | 0.43% | 74 |
|
|
2024
Q2 | $5.78M | Buy |
13,093
+1,001
| +8% | +$442K | 0.43% | 70 |
|
|
2024
Q1 | $5.82M | Sell |
12,092
-5,091
| -30% | -$2.45M | 0.49% | 60 |
|
|
2023
Q4 | $7.33M | Sell |
17,183
-399
| -2% | -$170K | 0.54% | 50 |
|
|
2023
Q3 | $7.17M | Buy |
17,582
+5,248
| +43% | +$2.14M | 0.53% | 53 |
|
|
2023
Q2 | $4.85M | Sell |
12,334
-535
| -4% | -$210K | 0.57% | 45 |
|
|
2023
Q1 | $4.68M | Sell |
12,869
-2,125
| -14% | -$772K | 0.6% | 46 |
|
|
2022
Q4 | $5.21M | Buy |
14,994
+1,709
| +13% | +$594K | 0.72% | 39 |
|
|
2022
Q3 | $4.07M | Sell |
13,285
-590
| -4% | -$181K | 0.54% | 44 |
|
|
2022
Q2 | $4.38M | Buy |
+13,875
| New | +$4.38M | 0.61% | 45 |
|