Wealth Architects’s Marqeta MQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,031
Closed -$104K 217
2024
Q2
$104K Sell
19,031
-9,175
-33% -$50.3K 0.01% 208
2024
Q1
$168K Sell
28,206
-9,063
-24% -$54K 0.02% 205
2023
Q4
$260K Sell
37,269
-9,063
-20% -$63.3K 0.04% 165
2023
Q3
$277K Sell
46,332
-9,063
-16% -$54.2K 0.05% 150
2023
Q2
$270K Sell
55,395
-8,042
-13% -$39.2K 0.04% 153
2023
Q1
$290K Sell
63,437
-9,063
-13% -$41.4K 0.05% 141
2022
Q4
$443K Buy
+72,500
New +$443K 0.08% 113