Atticus 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 | $928K | Buy |
1,651
+253
| +18% | +$142K | 0.25% | 54 |
|
|
2025
Q1 | $766K | Sell |
1,398
-40
| -3% | -$21.9K | 0.25% | 56 |
|
|
2024
Q4 | $757K | Buy |
1,438
+41
| +3% | +$21.6K | 0.24% | 53 |
|
|
2024
Q3 | $690K | Sell |
1,397
-81
| -5% | -$40K | 0.22% | 57 |
|
|
2024
Q2 | $652K | Sell |
1,478
-256
| -15% | -$113K | 0.21% | 54 |
|
|
2024
Q1 | $835K | Buy |
1,734
+23
| +1% | +$11.1K | 0.27% | 50 |
|
|
2023
Q4 | $730K | Buy |
1,711
+21
| +1% | +$8.96K | 0.26% | 50 |
|
|
2023
Q3 | $669K | Buy |
1,690
+64
| +4% | +$25.3K | 0.26% | 58 |
|
|
2023
Q2 | $640K | Sell |
1,626
-78
| -5% | -$30.7K | 0.24% | 58 |
|
|
2023
Q1 | $619K | Sell |
1,704
-193
| -10% | -$70.1K | 0.24% | 66 |
|
|
2022
Q4 | $660K | Buy |
1,897
+46
| +2% | +$16K | 0.27% | 66 |
|
|
2022
Q3 | $584K | Hold |
1,851
| – | – | 0.28% | 51 |
|
|
2022
Q2 | $584K | Sell |
1,851
-328
| -15% | -$103K | 0.24% | 63 |
|
|
2022
Q1 | $778K | Sell |
2,179
-100
| -4% | -$35.7K | 0.28% | 58 |
|
|
2021
Q4 | $819K | Buy |
2,279
+63
| +3% | +$22.6K | 0.32% | 48 |
|
|
2021
Q3 | $771K | Sell |
2,216
-209
| -9% | -$72.7K | 0.34% | 45 |
|
|
2021
Q2 | $885K | Sell |
2,425
-132
| -5% | -$48.2K | 0.39% | 46 |
|
|
2021
Q1 | $910K | Sell |
2,557
-311
| -11% | -$111K | 0.43% | 45 |
|
|
2020
Q4 | $1.02M | Buy |
2,868
+487
| +20% | +$174K | 0.52% | 41 |
|
|
2020
Q3 | $805K | Buy |
2,381
+120
| +5% | +$40.6K | 0.48% | 47 |
|
|
2020
Q2 | $669K | Buy |
2,261
+543
| +32% | +$161K | 0.44% | 45 |
|
|
2020
Q1 | $415K | Buy |
1,718
+11
| +0.6% | +$2.66K | 0.33% | 48 |
|
|
2019
Q4 | $510K | Buy |
+1,707
| New | +$510K | 0.33% | 51 |
|