Angeles 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 | $3.92M | Buy |
6,981
+677
| +11% | +$380K | 0.27% | 41 |
|
|
2025
Q1 | $3.46M | Buy |
6,304
+22
| +0.4% | +$12.1K | 0.29% | 39 |
|
|
2024
Q4 | $3.31M | Buy |
6,282
+132
| +2% | +$69.5K | 0.27% | 40 |
|
|
2024
Q3 | $3.04M | Buy |
6,150
+931
| +18% | +$460K | 0.26% | 38 |
|
|
2024
Q2 | $2.3M | Buy |
5,219
+486
| +10% | +$214K | 0.22% | 41 |
|
|
2024
Q1 | $2.28M | Buy |
4,733
+734
| +18% | +$353K | 0.23% | 41 |
|
|
2023
Q4 | $1.71M | Sell |
3,999
-336
| -8% | -$143K | 0.21% | 45 |
|
|
2023
Q3 | $1.72M | Sell |
4,335
-1,122
| -21% | -$444K | 0.24% | 39 |
|
|
2023
Q2 | $2.15M | Buy |
5,457
+1,282
| +31% | +$504K | 0.29% | 36 |
|
|
2023
Q1 | $1.52M | Buy |
4,175
+1,344
| +47% | +$488K | 0.23% | 51 |
|
|
2022
Q4 | $984K | Buy |
2,831
+3
| +0.1% | +$1.04K | 0.17% | 70 |
|
|
2022
Q3 | $804K | Buy |
2,828
+156
| +6% | +$44.4K | 0.16% | 70 |
|
|
2022
Q2 | $843K | Sell |
2,672
-276
| -9% | -$87.1K | 0.17% | 69 |
|
|
2022
Q1 | $1.05M | Buy |
+2,948
| New | +$1.05M | 0.2% | 63 |
|