Betterment LLC’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $532K | Buy |
947
+58
| +7% | +$32.6K | ﹤0.01% | 348 |
|
2025
Q1 | $487K | Buy |
889
+52
| +6% | +$28.5K | ﹤0.01% | 338 |
|
2024
Q4 | $441K | Buy |
837
+12
| +1% | +$6.32K | ﹤0.01% | 341 |
|
2024
Q3 | $407K | Buy |
825
+262
| +47% | +$129K | ﹤0.01% | 335 |
|
2024
Q2 | $248K | Buy |
+563
| New | +$248K | ﹤0.01% | 365 |
|