Congress 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 | $37.3M | Buy |
66,452
+31,174
| +88% | +$17.5M | 0.36% | 57 |
|
|
2025
Q1 | $19.3M | Buy |
35,278
+12,556
| +55% | +$6.88M | 0.23% | 115 |
|
|
2024
Q4 | $12M | Sell |
22,722
-12,788
| -36% | -$6.73M | 0.16% | 178 |
|
|
2024
Q3 | $17.5M | Buy |
35,510
+14,330
| +68% | +$7.08M | 0.23% | 123 |
|
|
2024
Q2 | $9.34M | Buy |
21,180
+14,027
| +196% | +$6.19M | 0.15% | 182 |
|
|
2024
Q1 | $3.45M | Sell |
7,153
-73
| -1% | -$35.2K | 0.06% | 264 |
|
|
2023
Q4 | $3.08M | Buy |
7,226
+1,476
| +26% | +$630K | 0.06% | 270 |
|
|
2023
Q3 | $2.28M | Buy |
5,750
+1,112
| +24% | +$440K | 0.05% | 288 |
|
|
2023
Q2 | $1.82M | Sell |
4,638
-127
| -3% | -$50K | 0.04% | 276 |
|
|
2023
Q1 | $1.73M | Sell |
4,765
-1,000
| -17% | -$363K | 0.04% | 284 |
|
|
2022
Q4 | $2M | Sell |
5,765
-229
| -4% | -$79.6K | 0.05% | 258 |
|
|
2022
Q3 | $1.7M | Buy |
5,994
+144
| +2% | +$40.9K | 0.05% | 284 |
|
|
2022
Q2 | $1.85M | Sell |
5,850
-9
| -0.2% | -$2.84K | 0.05% | 284 |
|
|
2022
Q1 | $2.09M | Sell |
5,859
-2,844
| -33% | -$1.02M | 0.05% | 291 |
|
|
2021
Q4 | $3.13M | Buy |
+8,703
| New | +$3.13M | 0.06% | 269 |
|