YWM
Yoder Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
603
+57
| +10% | +$32K | 0.18% | 78 |
|
|
2025
Q1 | $299K | Sell |
546
-9
| -2% | -$4.93K | 0.17% | 80 |
|
|
2024
Q4 | $292K | Buy |
555
+53
| +11% | +$27.9K | 0.16% | 83 |
|
|
2024
Q3 | $248K | Buy |
502
+23
| +5% | +$11.4K | 0.15% | 96 |
|
|
2024
Q2 | $211K | Buy |
479
+2
| +0.4% | +$882 | 0.14% | 96 |
|
|
2024
Q1 | $230K | Sell |
477
-26
| -5% | -$12.5K | 0.15% | 93 |
|
|
2023
Q4 | $215K | Buy |
+503
| New | +$215K | 0.15% | 92 |
|