Ameliora 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 | $2.37M | Hold |
4,215
| – | – | 0.85% | 31 |
|
|
2025
Q1 | $2.31M | Hold |
4,215
| – | – | 0.87% | 28 |
|
|
2024
Q4 | $2.22M | Buy |
4,215
+20
| +0.5% | +$10.5K | 0.83% | 30 |
|
|
2024
Q3 | $2.07M | Hold |
4,195
| – | – | 0.86% | 30 |
|
|
2024
Q2 | $1.85M | Hold |
4,195
| – | – | 0.84% | 34 |
|
|
2024
Q1 | $2.02M | Hold |
4,195
| – | – | 0.92% | 36 |
|
|
2023
Q4 | $1.79M | Hold |
4,195
| – | – | 0.89% | 37 |
|
|
2023
Q3 | $1.66M | Sell |
4,195
-485
| -10% | -$192K | 0.98% | 36 |
|
|
2023
Q2 | $1.84M | Hold |
4,680
| – | – | 1.14% | 32 |
|
|
2023
Q1 | $1.7M | Hold |
4,680
| – | – | 0.99% | 34 |
|
|
2022
Q4 | $1.63M | Hold |
4,680
| – | – | 0.87% | 38 |
|
|
2022
Q3 | $1.33M | Buy |
+4,680
| New | +$1.33M | 0.72% | 42 |
|