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