WRPWM
Werba Rubin Papier Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
1,797
+36
| +2% | +$20.2K | 0.19% | 74 |
|
|
2025
Q1 | $965K | Sell |
1,761
-55
| -3% | -$30.1K | 0.21% | 71 |
|
|
2024
Q4 | $956K | Sell |
1,816
-27
| -1% | -$14.2K | 0.23% | 67 |
|
|
2024
Q3 | $910K | Sell |
1,843
-148
| -7% | -$73.1K | 0.21% | 68 |
|
|
2024
Q2 | $878K | Buy |
1,991
+445
| +29% | +$196K | 0.24% | 62 |
|
|
2024
Q1 | $745K | Buy |
1,546
+683
| +79% | +$329K | 0.22% | 59 |
|
|
2023
Q4 | $368K | Sell |
863
-6
| -0.7% | -$2.56K | 0.12% | 69 |
|
|
2023
Q3 | $344K | Hold |
869
| – | – | 0.12% | 80 |
|
|
2023
Q2 | $342K | Buy |
869
+25
| +3% | +$9.83K | 0.12% | 77 |
|
|
2023
Q1 | $307K | Buy |
844
+5
| +0.6% | +$1.82K | 0.12% | 73 |
|
|
2022
Q4 | $292K | Buy |
+839
| New | +$292K | 0.12% | 73 |
|