Accel Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
660
-11
| -2% | -$6.18K | 0.12% | 169 |
|
|
2025
Q1 | $368K | Buy |
671
+39
| +6% | +$21.4K | 0.13% | 158 |
|
|
2024
Q4 | $333K | Buy |
632
+55
| +10% | +$29K | 0.13% | 171 |
|
|
2024
Q3 | $285K | Buy |
577
+2
| +0.3% | +$988 | 0.11% | 191 |
|
|
2024
Q2 | $254K | Buy |
+575
| New | +$254K | 0.1% | 186 |
|
|
2023
Q2 | – | Sell |
-185
| Closed | -$67.2K | – | 571 |
|
|
2023
Q1 | $67.2K | Hold |
185
| – | – | 0.03% | 410 |
|
|
2022
Q4 | $64.3K | Hold |
185
| – | – | 0.03% | 316 |
|
|
2022
Q3 | $56K | Sell |
185
-211
| -53% | -$63.9K | 0.03% | 343 |
|
|
2022
Q2 | $132K | Buy |
396
+1
| +0.3% | +$333 | 0.08% | 196 |
|
|
2022
Q1 | $144K | Hold |
395
| – | – | 0.07% | 199 |
|
|
2021
Q4 | $142K | Buy |
395
+213
| +117% | +$76.6K | 0.07% | 212 |
|
|
2021
Q3 | $63K | Sell |
182
-3
| -2% | -$1.04K | 0.04% | 289 |
|
|
2021
Q2 | $68K | Sell |
185
-100
| -35% | -$36.8K | 0.05% | 288 |
|
|
2021
Q1 | $101K | Hold |
285
| – | – | 0.08% | 215 |
|
|
2020
Q4 | $102K | Buy |
+285
| New | +$102K | 0.1% | 204 |
|