Cornerstone Planning 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 | $186K | Buy |
328
+17
| +5% | +$9.62K | 0.04% | 93 |
|
|
2025
Q1 | $165K | Buy |
311
+171
| +122% | +$90.6K | 0.04% | 99 |
|
|
2024
Q4 | $76.7K | Buy |
140
+10
| +8% | +$5.48K | 0.02% | 134 |
|
|
2024
Q3 | $65.8K | Buy |
130
+25
| +24% | +$12.7K | 0.02% | 156 |
|
|
2024
Q2 | $46.4K | Sell |
105
-38
| -27% | -$16.8K | 0.01% | 210 |
|
|
2024
Q1 | $63.4K | Buy |
143
+3
| +2% | +$1.33K | 0.02% | 152 |
|
|
2023
Q4 | $59.7K | Sell |
140
-10
| -7% | -$4.27K | 0.02% | 161 |
|
|
2023
Q3 | $59.4K | Sell |
150
-23
| -13% | -$9.11K | 0.02% | 161 |
|
|
2023
Q2 | $68K | Buy |
+173
| New | +$68K | 0.03% | 194 |
|
|
2022
Q4 | $86.1K | Buy |
+234
| New | +$86.1K | 0.04% | 177 |
|