Clarity Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
1,427
-47
| -3% | -$26.4K | 0.2% | 50 |
|
|
2025
Q1 | $808K | Sell |
1,474
-66
| -4% | -$36.2K | 0.22% | 43 |
|
|
2024
Q4 | $811K | Sell |
1,540
-33
| -2% | -$17.4K | 0.22% | 45 |
|
|
2024
Q3 | $777K | Sell |
1,573
-64
| -4% | -$31.6K | 0.23% | 41 |
|
|
2024
Q2 | $722K | Buy |
1,637
+2
| +0.1% | +$882 | 0.23% | 40 |
|
|
2024
Q1 | $787K | Sell |
1,635
-2
| -0.1% | -$963 | 0.27% | 41 |
|
|
2023
Q4 | $698K | Sell |
1,637
-8
| -0.5% | -$3.41K | 0.26% | 40 |
|
|
2023
Q3 | $651K | Buy |
1,645
+9
| +0.6% | +$3.56K | 0.3% | 39 |
|
|
2023
Q2 | $643K | Sell |
1,636
-5
| -0.3% | -$1.97K | 0.29% | 39 |
|
|
2023
Q1 | $596K | Buy |
1,641
+4
| +0.2% | +$1.45K | 0.3% | 40 |
|
|
2022
Q4 | $569K | Sell |
1,637
-76
| -4% | -$26.4K | 0.33% | 40 |
|
|
2022
Q3 | $487K | Sell |
1,713
-17
| -1% | -$4.83K | 0.29% | 40 |
|
|
2022
Q2 | $545K | Sell |
1,730
-48
| -3% | -$15.1K | 0.31% | 40 |
|
|
2022
Q1 | $635K | Buy |
1,778
+99
| +6% | +$35.4K | 0.3% | 41 |
|
|
2021
Q4 | $603K | Buy |
1,679
+83
| +5% | +$29.8K | 0.28% | 42 |
|
|
2021
Q3 | $554K | Sell |
1,596
-58
| -4% | -$20.1K | 0.27% | 44 |
|
|
2021
Q2 | $603K | Sell |
1,654
-164
| -9% | -$59.8K | 0.31% | 43 |
|
|
2021
Q1 | $647K | Sell |
1,818
-53
| -3% | -$18.9K | 0.37% | 41 |
|
|
2020
Q4 | $667K | Sell |
1,871
-6
| -0.3% | -$2.14K | 0.4% | 41 |
|
|
2020
Q3 | $634K | Sell |
1,877
-50
| -3% | -$16.9K | 0.45% | 40 |
|
|
2020
Q2 | $569K | Buy |
1,927
+44
| +2% | +$13K | 0.45% | 43 |
|
|
2020
Q1 | $454K | Sell |
1,883
-52
| -3% | -$12.5K | 0.47% | 37 |
|
|
2019
Q4 | $577K | Buy |
+1,935
| New | +$577K | 0.49% | 35 |
|