Brady Family 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 | $823K | Buy |
1,465
+2
| +0.1% | +$1.12K | 0.25% | 68 |
|
|
2025
Q1 | $802K | Sell |
1,463
-142
| -9% | -$77.8K | 0.26% | 66 |
|
|
2024
Q4 | $845K | Hold |
1,605
| – | – | 0.26% | 66 |
|
|
2024
Q3 | $793K | Buy |
1,605
+50
| +3% | +$24.7K | 0.24% | 71 |
|
|
2024
Q2 | $686K | Hold |
1,555
| – | – | 0.22% | 73 |
|
|
2024
Q1 | $749K | Buy |
1,555
+420
| +37% | +$202K | 0.24% | 69 |
|
|
2023
Q4 | $484K | Buy |
1,135
+210
| +23% | +$89.6K | 0.17% | 84 |
|
|
2023
Q3 | $366K | Hold |
925
| – | – | 0.14% | 88 |
|
|
2023
Q2 | $364K | Hold |
925
| – | – | 0.14% | 90 |
|
|
2023
Q1 | $336K | Hold |
925
| – | – | 0.13% | 96 |
|
|
2022
Q4 | $322K | Buy |
+925
| New | +$322K | 0.13% | 98 |
|