Baron 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 | $819K | Buy |
1,457
+168
| +13% | +$94.4K | 0.29% | 42 |
|
|
2025
Q1 | $707K | Buy |
1,289
+306
| +31% | +$168K | 0.31% | 47 |
|
|
2024
Q4 | $518K | Buy |
983
+45
| +5% | +$23.7K | 0.24% | 61 |
|
|
2024
Q3 | $463K | Buy |
938
+281
| +43% | +$139K | 0.22% | 71 |
|
|
2024
Q2 | $290K | Sell |
657
-49
| -7% | -$21.6K | 0.15% | 116 |
|
|
2024
Q1 | $340K | Buy |
706
+66
| +10% | +$31.8K | 0.18% | 100 |
|
|
2023
Q4 | $273K | Buy |
640
+17
| +3% | +$7.25K | 0.15% | 123 |
|
|
2023
Q3 | $247K | Sell |
623
-2
| -0.3% | -$792 | 0.16% | 113 |
|
|
2023
Q2 | $246K | Buy |
625
+29
| +5% | +$11.4K | 0.16% | 114 |
|
|
2023
Q1 | $217K | Sell |
596
-5
| -0.8% | -$1.82K | 0.15% | 119 |
|
|
2022
Q4 | $209K | Buy |
+601
| New | +$209K | 0.16% | 124 |
|