WAM
WFA Asset Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7K | Hold |
63
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $30.2K | Hold |
63
| – | – | 0.02% | 135 |
|
|
2024
Q4 | $33.2K | Hold |
63
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $31.1K | Hold |
63
| – | – | 0.02% | 126 |
|
|
2024
Q2 | $27.7K | Hold |
63
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $30.2K | Hold |
63
| – | – | 0.02% | 136 |
|
|
2023
Q4 | $26.7K | Hold |
63
| – | – | 0.01% | 129 |
|
|
2023
Q3 | $24.8K | Buy |
63
+1
| +2% | +$393 | 0.01% | 134 |
|
|
2023
Q2 | $24.6K | Sell |
62
-65
| -51% | -$25.7K | 0.01% | 140 |
|
|
2023
Q1 | $46.2K | Hold |
127
| – | – | 0.03% | 99 |
|
|
2022
Q4 | $44.2K | Hold |
127
| – | – | 0.03% | 94 |
|
|
2022
Q3 | $36.1K | Hold |
127
| – | – | 0.03% | 100 |
|
|
2022
Q2 | $40K | Hold |
127
| – | – | 0.03% | 97 |
|
|
2022
Q1 | $45.2K | Buy |
127
+1
| +0.8% | +$356 | 0.03% | 98 |
|
|
2021
Q4 | $45.4K | Buy |
+126
| New | +$45.4K | 0.03% | 100 |
|