WR Wealth Planners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $257K | Buy |
|
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $152K | Buy |
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|
2022
Q4 | $695 | Hold |
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|
2022
Q3 | $569 | Sell |
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|
2022
Q2 | $946 | Hold |
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|
2022
Q1 | $1.07K | Buy |
|