Able 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 | $2.66M | Buy |
4,740
+24
| +0.5% | +$13.5K | 1.34% | 20 |
|
|
2025
Q1 | $2.59M | Hold |
4,716
| – | – | 1.53% | 21 |
|
|
2024
Q4 | $2.48M | Hold |
4,716
| – | – | 1.63% | 17 |
|
|
2024
Q3 | $2.33M | Buy |
4,716
+7
| +0.1% | +$3.46K | 1.77% | 14 |
|
|
2024
Q2 | $2.08M | Buy |
4,709
+7
| +0.1% | +$3.09K | 1.71% | 15 |
|
|
2024
Q1 | $2.26M | Buy |
4,702
+22
| +0.5% | +$10.6K | 1.98% | 12 |
|
|
2023
Q4 | $2M | Buy |
+4,680
| New | +$2M | 1.81% | 14 |
|