Atlas Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
676
| – | – | 0.44% | 31 |
|
|
2025
Q1 | $371K | Hold |
676
| – | – | 0.46% | 28 |
|
|
2024
Q4 | $356K | Sell |
676
-50
| -7% | -$26.3K | 0.45% | 28 |
|
|
2024
Q3 | $358K | Hold |
726
| – | – | 0.55% | 28 |
|
|
2024
Q2 | $320K | Hold |
726
| – | – | 1.35% | 14 |
|
|
2024
Q1 | $329K | Buy |
726
+6
| +0.8% | +$2.72K | 1.78% | 11 |
|
|
2023
Q4 | $316K | Hold |
720
| – | – | 1.74% | 11 |
|
|
2023
Q3 | $262K | Sell |
720
-100
| -12% | -$36.4K | 1.51% | 13 |
|
|
2023
Q2 | $326K | Hold |
820
| – | – | 0.94% | 24 |
|
|
2023
Q1 | $302K | Hold |
820
| – | – | 2.1% | 9 |
|
|
2022
Q4 | $308K | Buy |
+820
| New | +$308K | 1.9% | 9 |
|