Barlow 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 | $654K | Buy |
1,164
+2
| +0.2% | +$1.12K | 0.08% | 70 |
|
|
2025
Q1 | $620K | Hold |
1,162
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $607K | Hold |
1,162
| – | – | 0.08% | 74 |
|
|
2024
Q3 | $571K | Hold |
1,162
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $503K | Buy |
1,162
+200
| +21% | +$86.5K | 0.07% | 82 |
|
|
2024
Q1 | $448K | Buy |
962
+82
| +9% | +$38.2K | 0.06% | 94 |
|
|
2023
Q4 | $375K | Buy |
+880
| New | +$375K | 0.05% | 96 |
|