4J Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
2,767
-76
| -3% | -$42.7K | 1.05% | 20 |
|
|
2025
Q1 | $1.56M | Buy |
2,843
+44
| +2% | +$24.1K | 1.23% | 20 |
|
|
2024
Q4 | $1.47M | Sell |
2,799
-97
| -3% | -$51.1K | 1.19% | 18 |
|
|
2024
Q3 | $1.43M | Sell |
2,896
-12
| -0.4% | -$5.93K | 1.11% | 20 |
|
|
2024
Q2 | $1.28M | Sell |
2,908
-52
| -2% | -$22.9K | 1.06% | 20 |
|
|
2024
Q1 | $1.43M | Sell |
2,960
-67
| -2% | -$32.3K | 1.23% | 20 |
|
|
2023
Q4 | $1.29M | Sell |
3,027
-210
| -6% | -$89.6K | 1.18% | 24 |
|
|
2023
Q3 | $1.28M | Sell |
3,237
-50
| -2% | -$19.8K | 1.28% | 21 |
|
|
2023
Q2 | $1.29M | Sell |
3,287
-130
| -4% | -$51.1K | 1.25% | 22 |
|
|
2023
Q1 | $1.24M | Sell |
3,417
-330
| -9% | -$120K | 1.33% | 21 |
|
|
2022
Q4 | $1.3M | Sell |
3,747
-121
| -3% | -$42.1K | 1.51% | 17 |
|
|
2022
Q3 | $1.1M | Sell |
3,868
-75
| -2% | -$21.3K | 1.41% | 21 |
|
|
2022
Q2 | $1.24M | Sell |
3,943
-14
| -0.4% | -$4.42K | 1.57% | 18 |
|
|
2022
Q1 | $1.41M | Hold |
3,957
| – | – | 1.24% | 20 |
|
|
2021
Q4 | $1.42M | Sell |
3,957
-45
| -1% | -$16.2K | 1.2% | 24 |
|
|
2021
Q3 | $1.39M | Buy |
4,002
+19
| +0.5% | +$6.6K | 1.21% | 23 |
|
|
2021
Q2 | $1.45M | Sell |
3,983
-11
| -0.3% | -$4.02K | 1.27% | 23 |
|
|
2021
Q1 | $1.42M | Sell |
3,994
-57
| -1% | -$20.3K | 1.32% | 23 |
|
|
2020
Q4 | $1.45M | Buy |
+4,051
| New | +$1.45M | 1.39% | 20 |
|