Buckley 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 | $1.42M | Sell |
2,530
-15
| -0.6% | -$8.43K | 0.43% | 41 |
|
2025
Q1 | $1.39M | Buy |
2,545
+25
| +1% | +$13.7K | 0.43% | 40 |
|
2024
Q4 | $1.33M | Buy |
2,520
+5
| +0.2% | +$2.63K | 0.41% | 47 |
|
2024
Q3 | $1.24M | Buy |
2,515
+55
| +2% | +$27.2K | 0.38% | 52 |
|
2024
Q2 | $1.09M | Hold |
2,460
| – | – | 0.34% | 51 |
|
2024
Q1 | $1.18M | Sell |
2,460
-30
| -1% | -$14.4K | 0.38% | 47 |
|
2023
Q4 | $1.06M | Sell |
2,490
-100
| -4% | -$42.7K | 0.37% | 47 |
|
2023
Q3 | $1.03M | Buy |
2,590
+20
| +0.8% | +$7.92K | 0.38% | 44 |
|
2023
Q2 | $1.01M | Buy |
2,570
+70
| +3% | +$27.5K | 0.34% | 52 |
|
2023
Q1 | $909K | Sell |
2,500
-135
| -5% | -$49.1K | 0.33% | 56 |
|
2022
Q4 | $916K | Sell |
2,635
-139
| -5% | -$48.3K | 0.33% | 54 |
|
2022
Q3 | $789K | Sell |
2,774
-40
| -1% | -$11.4K | 0.29% | 60 |
|
2022
Q2 | $888K | Buy |
2,814
+45
| +2% | +$14.2K | 0.29% | 63 |
|
2022
Q1 | $990K | Buy |
2,769
+50
| +2% | +$17.9K | 0.27% | 68 |
|
2021
Q4 | $977K | Buy |
2,719
+240
| +10% | +$86.2K | 0.29% | 66 |
|
2021
Q3 | $862K | Buy |
2,479
+91
| +4% | +$31.6K | 0.28% | 60 |
|
2021
Q2 | $872K | Sell |
2,388
-320
| -12% | -$117K | 0.3% | 60 |
|
2021
Q1 | $964K | Buy |
2,708
+94
| +4% | +$33.5K | 0.36% | 51 |
|
2020
Q4 | $933K | Sell |
2,614
-15
| -0.6% | -$5.35K | 0.38% | 46 |
|
2020
Q3 | $889K | Sell |
2,629
-249
| -9% | -$84.2K | 0.4% | 45 |
|
2020
Q2 | $851K | Sell |
2,878
-286
| -9% | -$84.6K | 0.39% | 50 |
|
2020
Q1 | $764K | Buy |
3,164
+353
| +13% | +$85.2K | 0.41% | 47 |
|
2019
Q4 | $839K | Sell |
2,811
-255
| -8% | -$76.1K | 0.38% | 41 |
|
2019
Q3 | $833K | Sell |
3,066
-220
| -7% | -$59.8K | 0.41% | 41 |
|
2019
Q2 | $869K | Sell |
3,286
-612
| -16% | -$162K | 0.41% | 40 |
|
2019
Q1 | $918K | Sell |
3,898
-137
| -3% | -$32.3K | 0.43% | 40 |
|
2018
Q4 | $761K | Buy |
4,035
+20
| +0.5% | +$3.77K | 0.39% | 46 |
|
2018
Q3 | $894K | Sell |
4,015
-73
| -2% | -$16.3K | 0.39% | 50 |
|
2018
Q2 | $803K | Buy |
+4,088
| New | +$803K | 0.38% | 50 |
|