Abundance Wealth Counselors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
455
+13
| +3% | +$6.31K | 0.04% | 157 |
|
|
2025
Q1 | $213K | Sell |
442
-10
| -2% | -$4.82K | 0.04% | 145 |
|
|
2024
Q4 | $238K | Buy |
452
+3
| +0.7% | +$1.58K | 0.05% | 134 |
|
|
2024
Q3 | $222K | Buy |
+449
| New | +$222K | 0.05% | 129 |
|
|
2024
Q2 | – | Sell |
-442
| Closed | -$213K | – | 113 |
|
|
2024
Q1 | $213K | Sell |
442
-100
| -18% | -$48.2K | 0.05% | 130 |
|
|
2023
Q4 | $231K | Sell |
542
-100
| -16% | -$42.6K | 0.06% | 127 |
|
|
2023
Q3 | $254K | Sell |
642
-128
| -17% | -$50.6K | 0.07% | 117 |
|
|
2023
Q2 | $303K | Sell |
770
-18
| -2% | -$7.08K | 0.16% | 56 |
|
|
2023
Q1 | $286K | Sell |
788
-41
| -5% | -$14.9K | 0.07% | 124 |
|
|
2022
Q4 | $288K | Buy |
829
+66
| +9% | +$22.9K | 0.08% | 117 |
|
|
2022
Q3 | $217K | Hold |
763
| – | – | 0.06% | 130 |
|
|
2022
Q2 | $241K | Hold |
763
| – | – | 0.07% | 127 |
|
|
2022
Q1 | $273K | Buy |
+763
| New | +$273K | 0.07% | 122 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$71K | – | 228 |
|
|
2021
Q1 | $71K | Buy |
+200
| New | +$71K | 0.02% | 147 |
|