Beaird Harris 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 | $55.5K | Buy |
99
+16
| +19% | +$8.98K | ﹤0.01% | 238 |
|
|
2025
Q1 | $45.4K | Sell |
83
-7
| -8% | -$3.83K | ﹤0.01% | 227 |
|
|
2024
Q4 | $47.4K | Buy |
90
+33
| +58% | +$17.4K | ﹤0.01% | 232 |
|
|
2024
Q3 | $28.1K | Sell |
57
-1
| -2% | -$494 | ﹤0.01% | 272 |
|
|
2024
Q2 | $25.5K | Buy |
58
+12
| +26% | +$5.27K | ﹤0.01% | 280 |
|
|
2024
Q1 | $22.2K | Sell |
46
-25
| -35% | -$12K | ﹤0.01% | 270 |
|
|
2023
Q4 | $30.3K | Buy |
+71
| New | +$30.3K | ﹤0.01% | 225 |
|
|
2023
Q1 | – | Sell |
-371
| Closed | -$129K | – | 633 |
|
|
2022
Q4 | $129K | Buy |
+371
| New | +$129K | 0.02% | 115 |
|
|
2022
Q2 | – | Sell |
-518
| Closed | -$185K | – | 517 |
|
|
2022
Q1 | $185K | Sell |
518
-22
| -4% | -$7.86K | 0.07% | 90 |
|
|
2021
Q4 | $194K | Buy |
+540
| New | +$194K | 0.07% | 118 |
|