Catalyst 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 | $538K | Buy |
957
+165
| +21% | +$92.7K | 0.24% | 49 |
|
|
2025
Q1 | $434K | Buy |
792
+3
| +0.4% | +$1.64K | 0.21% | 52 |
|
|
2024
Q4 | $415K | Hold |
789
| – | – | 0.19% | 57 |
|
|
2024
Q3 | $390K | Hold |
789
| – | – | 0.19% | 60 |
|
|
2024
Q2 | $348K | Sell |
789
-122
| -13% | -$53.8K | 0.18% | 63 |
|
|
2024
Q1 | $439K | Buy |
+911
| New | +$439K | 0.23% | 56 |
|
|
2021
Q2 | – | Sell |
-1,410
| Closed | -$502K | – | 73 |
|
|
2021
Q1 | $502K | Hold |
1,410
| – | – | 0.35% | 31 |
|
|
2020
Q4 | $503K | Hold |
1,410
| – | – | 0.44% | 31 |
|
|
2020
Q3 | $477K | Buy |
+1,410
| New | +$477K | 0.46% | 28 |
|