Coastwise Capital Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
404
-160
| -28% | -$89.9K | 0.18% | 110 |
|
|
2025
Q1 | $309K | Buy |
564
+1
| +0.2% | +$548 | 0.26% | 89 |
|
|
2024
Q4 | $296K | Buy |
563
+1
| +0.2% | +$527 | 0.24% | 95 |
|
|
2024
Q3 | $278K | Buy |
562
+100
| +22% | +$49.4K | 0.23% | 99 |
|
|
2024
Q2 | $204K | Buy |
462
+1
| +0.2% | +$441 | 0.19% | 110 |
|
|
2024
Q1 | $222K | Buy |
+461
| New | +$222K | 0.21% | 111 |
|