Commonwealth Retirement Investments’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
6,183
+2,923
| +90% | +$1.64M | 1.32% | 20 |
|
|
2025
Q1 | $1.79M | Buy |
3,260
+67
| +2% | +$36.7K | 0.73% | 43 |
|
|
2024
Q4 | $1.68M | Buy |
3,193
+54
| +2% | +$28.4K | 0.69% | 44 |
|
|
2024
Q3 | $1.55M | Buy |
3,139
+91
| +3% | +$44.9K | 0.65% | 49 |
|
|
2024
Q2 | $1.34M | Buy |
3,048
+338
| +12% | +$149K | 0.62% | 52 |
|
|
2024
Q1 | $1.31M | Buy |
2,710
+85
| +3% | +$40.9K | 0.62% | 51 |
|
|
2023
Q4 | $1.12M | Buy |
+2,625
| New | +$1.12M | 0.59% | 52 |
|