WR Wealth Planners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $298K | Buy |
566
+15
| +3% | +$7.9K | 0.1% | 131 |
|
|
2024
Q3 | $272K | Buy |
551
+31
| +6% | +$15.3K | 0.08% | 152 |
|
|
2024
Q2 | $229K | Sell |
520
-13
| -2% | -$5.74K | 0.07% | 155 |
|
|
2024
Q1 | $257K | Buy |
533
+30
| +6% | +$14.4K | 0.08% | 149 |
|
|
2023
Q4 | $215K | Sell |
503
-54
| -10% | -$23K | 0.08% | 170 |
|
|
2023
Q3 | $221K | Sell |
557
-1
| -0.2% | -$396 | 0.08% | 157 |
|
|
2023
Q2 | $219K | Buy |
558
+140
| +33% | +$55.1K | 0.09% | 158 |
|
|
2023
Q1 | $152K | Buy |
418
+416
| +20,800% | +$151K | 0.07% | 186 |
|
|
2022
Q4 | $695 | Hold |
2
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $569 | Sell |
2
-1
| -33% | -$285 | ﹤0.01% | 437 |
|
|
2022
Q2 | $946 | Hold |
3
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $1.07K | Buy |
+3
| New | +$1.07K | ﹤0.01% | 462 |
|