BlackDiamond 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 | $532K | Buy |
943
+61
| +7% | +$34.4K | 0.31% | 62 |
|
|
2025
Q1 | $502K | Buy |
882
+36
| +4% | +$20.5K | 0.34% | 55 |
|
|
2024
Q4 | $445K | Buy |
846
+19
| +2% | +$10K | 0.26% | 86 |
|
|
2024
Q3 | $438K | Buy |
827
+114
| +16% | +$60.3K | 0.26% | 87 |
|
|
2024
Q2 | $325K | Buy |
713
+18
| +3% | +$8.2K | 0.21% | 102 |
|
|
2024
Q1 | $335K | Sell |
695
-28
| -4% | -$13.5K | 0.24% | 95 |
|
|
2023
Q4 | $330K | Buy |
723
+82
| +13% | +$37.5K | 0.24% | 91 |
|
|
2023
Q3 | $239K | Buy |
641
+45
| +8% | +$16.8K | 0.22% | 106 |
|
|
2023
Q2 | $239K | Buy |
+596
| New | +$239K | 0.2% | 110 |
|
|
2023
Q1 | – | Sell |
-581
| Closed | -$216K | – | 124 |
|
|
2022
Q4 | $216K | Buy |
+581
| New | +$216K | 0.24% | 103 |
|