WCM Investment Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,485
| Closed | -$2.21M | – | 311 |
|
|
2024
Q3 | $2.21M | Sell |
4,485
-1,651
| -27% | -$815K | 0.01% | 197 |
|
|
2024
Q2 | $2.72M | Sell |
6,136
-1,080
| -15% | -$478K | 0.01% | 185 |
|
|
2024
Q1 | $3.48M | Sell |
7,216
-516
| -7% | -$248K | 0.01% | 169 |
|
|
2023
Q4 | $3.3M | Sell |
7,732
-225
| -3% | -$95.9K | 0.01% | 179 |
|
|
2023
Q3 | $3.15M | Sell |
7,957
-128
| -2% | -$50.6K | 0.01% | 168 |
|
|
2023
Q2 | $3.18M | Buy |
8,085
+946
| +13% | +$372K | 0.01% | 173 |
|
|
2023
Q1 | $2.59M | Buy |
7,139
+106
| +2% | +$38.5K | 0.01% | 175 |
|
|
2022
Q4 | $2.45M | Buy |
7,033
+5,930
| +538% | +$2.06M | 0.01% | 182 |
|
|
2022
Q3 | $316K | Buy |
1,103
+36
| +3% | +$10.3K | ﹤0.01% | 190 |
|
|
2022
Q2 | $344K | Sell |
1,067
-267
| -20% | -$86.1K | ﹤0.01% | 198 |
|
|
2022
Q1 | $477K | Buy |
1,334
+313
| +31% | +$112K | ﹤0.01% | 191 |
|
|
2021
Q4 | $367K | Buy |
1,021
+244
| +31% | +$87.7K | ﹤0.01% | 198 |
|
|
2021
Q3 | $270K | Buy |
+777
| New | +$270K | ﹤0.01% | 202 |
|