Cherry Tree 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 | $1.69K | Sell |
3
-42
| -93% | -$23.6K | ﹤0.01% | 537 |
|
|
2025
Q1 | $24.7K | Hold |
45
| – | – | 0.01% | 317 |
|
|
2024
Q4 | $23.7K | Hold |
45
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $22.2K | Hold |
45
| – | – | 0.01% | 330 |
|
|
2024
Q2 | $19.9K | Buy |
45
+37
| +463% | +$16.3K | 0.01% | 330 |
|
|
2024
Q1 | $3.85K | Hold |
8
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $3.41K | Hold |
8
| – | – | ﹤0.01% | 461 |
|
|
2023
Q3 | $3.17K | Hold |
8
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $3.15K | Buy |
+8
| New | +$3.15K | ﹤0.01% | 459 |
|