1776 Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
559
+35
| +7% | +$19.7K | 0.13% | 115 |
|
|
2025
Q1 | $287K | Buy |
524
+24
| +5% | +$13.2K | 0.13% | 115 |
|
|
2024
Q4 | $263K | Hold |
500
| – | – | 0.12% | 123 |
|
|
2024
Q3 | $247K | Sell |
500
-5
| -1% | -$2.47K | 0.11% | 131 |
|
|
2024
Q2 | $223K | Hold |
505
| – | – | 0.1% | 136 |
|
|
2024
Q1 | $243K | Hold |
505
| – | – | 0.12% | 120 |
|
|
2023
Q4 | $215K | Buy |
+505
| New | +$215K | 0.11% | 124 |
|
|
2020
Q3 | – | Sell |
-82
| Closed | -$24K | – | 226 |
|
|
2020
Q2 | $24K | Sell |
82
-36
| -31% | -$10.5K | 0.02% | 242 |
|
|
2020
Q1 | $28K | Buy |
+118
| New | +$28K | 0.01% | 259 |
|