Cherrydale 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 | $432K | Buy |
769
+10
| +1% | +$5.62K | 0.15% | 46 |
|
|
2025
Q1 | $416K | Sell |
759
-13
| -2% | -$7.13K | 0.16% | 42 |
|
|
2024
Q4 | $407K | Buy |
772
+6
| +0.8% | +$3.16K | 0.16% | 43 |
|
|
2024
Q3 | $378K | Sell |
766
-35
| -4% | -$17.3K | 0.15% | 44 |
|
|
2024
Q2 | $354K | Buy |
801
+100
| +14% | +$44.1K | 0.16% | 46 |
|
|
2024
Q1 | $338K | Buy |
701
+126
| +22% | +$60.7K | 0.16% | 42 |
|
|
2023
Q4 | $245K | Buy |
575
+5
| +0.9% | +$2.13K | 0.13% | 43 |
|
|
2023
Q3 | $226K | Buy |
570
+19
| +3% | +$7.53K | 0.13% | 42 |
|
|
2023
Q2 | $217K | Buy |
+551
| New | +$217K | 0.15% | 37 |
|
|
2023
Q1 | – | Sell |
-633
| Closed | -$220K | – | 38 |
|
|
2022
Q4 | $220K | Buy |
+633
| New | +$220K | 0.18% | 34 |
|