Altus Wealth Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
885
-2
| -0.2% | -$1.12K | 0.22% | 83 |
|
|
2025
Q1 | $486K | Buy |
887
+7
| +0.8% | +$3.84K | 0.23% | 81 |
|
|
2024
Q4 | $463K | Buy |
880
+6
| +0.7% | +$3.16K | 0.21% | 95 |
|
|
2024
Q3 | $432K | Sell |
874
-25
| -3% | -$12.3K | 0.18% | 98 |
|
|
2024
Q2 | $397K | Buy |
899
+42
| +5% | +$18.5K | 0.2% | 93 |
|
|
2024
Q1 | $413K | Sell |
857
-50
| -6% | -$24.1K | 0.21% | 95 |
|
|
2023
Q4 | $387K | Hold |
907
| – | – | 0.21% | 96 |
|
|
2023
Q3 | $359K | Sell |
907
-109
| -11% | -$43.2K | 0.23% | 91 |
|
|
2023
Q2 | $400K | Buy |
1,016
+50
| +5% | +$19.7K | 0.25% | 90 |
|
|
2023
Q1 | $351K | Sell |
966
-1,137
| -54% | -$413K | 0.24% | 96 |
|
|
2022
Q4 | $731K | Buy |
2,103
+593
| +39% | +$206K | 0.56% | 47 |
|
|
2022
Q3 | $525K | Hold |
1,510
| – | – | 0.52% | 52 |
|
|
2022
Q2 | $525K | Sell |
1,510
-22
| -1% | -$7.65K | 0.52% | 52 |
|
|
2022
Q1 | $548K | Buy |
1,532
+22
| +1% | +$7.87K | 0.45% | 53 |
|
|
2021
Q4 | $543K | Hold |
1,510
| – | – | 0.45% | 56 |
|
|
2021
Q3 | $525K | Buy |
+1,510
| New | +$525K | 0.52% | 52 |
|
|
2021
Q1 | – | Sell |
-410
| Closed | -$147K | – | 515 |
|
|
2020
Q4 | $147K | Buy |
+410
| New | +$147K | 0.14% | 113 |
|