Beverly Hills Private Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
4,149
-40
| -1% | -$22.5K | 0.44% | 61 |
|
|
2025
Q1 | $2.3M | Sell |
4,189
-40
| -0.9% | -$21.9K | 0.45% | 63 |
|
|
2024
Q4 | $2.23M | Sell |
4,229
-34
| -0.8% | -$17.9K | 0.45% | 59 |
|
|
2024
Q3 | $2.1M | Sell |
4,263
-457
| -10% | -$226K | 0.43% | 66 |
|
|
2024
Q2 | $2.08M | Sell |
4,720
-257
| -5% | -$113K | 0.45% | 59 |
|
|
2024
Q1 | $2.4M | Sell |
4,977
-412
| -8% | -$198K | 0.55% | 52 |
|
|
2023
Q4 | $2.3M | Sell |
5,389
-223
| -4% | -$95.1K | 0.6% | 45 |
|
|
2023
Q3 | $2.22M | Sell |
5,612
-5,646
| -50% | -$2.24M | 0.66% | 41 |
|
|
2023
Q2 | $4.41M | Buy |
11,258
+5,726
| +104% | +$2.24M | 0.72% | 38 |
|
|
2023
Q1 | $2.01M | Buy |
5,532
+1,047
| +23% | +$380K | 0.62% | 47 |
|
|
2022
Q4 | $1.56M | Buy |
+4,485
| New | +$1.56M | 0.68% | 47 |
|