B.O.S.S. Retirement Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+363
| New | +$204K | 0.05% | 185 |
|
|
2024
Q4 | – | Sell |
-6,655
| Closed | -$3.29M | – | 254 |
|
|
2024
Q3 | $3.29M | Buy |
6,655
+546
| +9% | +$270K | 0.66% | 45 |
|
|
2024
Q2 | $2.7M | Buy |
6,109
+1,565
| +34% | +$690K | 0.69% | 47 |
|
|
2024
Q1 | $1.94M | Sell |
4,544
-365
| -7% | -$156K | 0.74% | 52 |
|
|
2023
Q4 | $2.09M | Sell |
4,909
-6,494
| -57% | -$2.77M | 0.41% | 77 |
|
|
2023
Q3 | $4.51M | Sell |
11,403
-3,001
| -21% | -$1.19M | 0.97% | 15 |
|
|
2023
Q2 | $5.67M | Buy |
14,404
+1,019
| +8% | +$401K | 1.2% | 10 |
|
|
2023
Q1 | $4.86M | Sell |
13,385
-303
| -2% | -$110K | 1.14% | 10 |
|
|
2022
Q4 | $4.76M | Buy |
+13,688
| New | +$4.76M | 1.22% | 9 |
|