WDG
Wealth Dimensions Group’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Sell |
1,746
-13
| -0.7% | -$7.3K | 0.22% | 63 |
|
|
2025
Q1 | $964K | Sell |
1,759
-23
| -1% | -$12.6K | 0.23% | 57 |
|
|
2024
Q4 | $938K | Buy |
1,782
+753
| +73% | +$396K | 0.23% | 58 |
|
|
2024
Q3 | $508K | Sell |
1,029
-14
| -1% | -$6.91K | 0.13% | 84 |
|
|
2024
Q2 | $460K | Sell |
1,043
-30
| -3% | -$13.2K | 0.13% | 84 |
|
|
2024
Q1 | $516K | Sell |
1,073
-15
| -1% | -$7.22K | 0.15% | 79 |
|
|
2023
Q4 | $464K | Sell |
1,088
-1
| -0.1% | -$427 | 0.15% | 80 |
|
|
2023
Q3 | $431K | Sell |
1,089
-1
| -0.1% | -$396 | 0.16% | 81 |
|
|
2023
Q2 | $429K | Buy |
1,090
+10
| +0.9% | +$3.93K | 0.16% | 85 |
|
|
2023
Q1 | $392K | Sell |
1,080
-465
| -30% | -$169K | 0.15% | 90 |
|
|
2022
Q4 | $537K | Sell |
1,545
-20
| -1% | -$6.95K | 0.22% | 63 |
|
|
2022
Q3 | $445K | Hold |
1,565
| – | – | 0.22% | 64 |
|
|
2022
Q2 | $494K | Sell |
1,565
-10
| -0.6% | -$3.16K | 0.23% | 61 |
|
|
2022
Q1 | $563K | Buy |
1,575
+167
| +12% | +$59.7K | 0.26% | 65 |
|
|
2021
Q4 | $506K | Hold |
1,408
| – | – | 0.25% | 71 |
|
|
2021
Q3 | $490K | Buy |
1,408
+499
| +55% | +$174K | 0.31% | 66 |
|
|
2021
Q2 | $332K | Buy |
909
+187
| +26% | +$68.3K | 0.23% | 89 |
|
|
2021
Q1 | $257K | Buy |
+722
| New | +$257K | 0.2% | 96 |
|