Crestmont Private Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
1,169
+50
| +4% | +$28.1K | 0.24% | 34 |
|
|
2025
Q1 | $613K | Buy |
1,119
+171
| +18% | +$93.7K | 0.27% | 31 |
|
|
2024
Q4 | $499K | Buy |
948
+36
| +4% | +$19K | 0.22% | 34 |
|
|
2024
Q3 | $450K | Buy |
912
+76
| +9% | +$37.5K | 0.2% | 37 |
|
|
2024
Q2 | $369K | Sell |
836
-21
| -2% | -$9.26K | 0.18% | 43 |
|
|
2024
Q1 | $413K | Buy |
857
+107
| +14% | +$51.5K | 0.2% | 32 |
|
|
2023
Q4 | $320K | Sell |
750
-13
| -2% | -$5.55K | 0.16% | 35 |
|
|
2023
Q3 | $302K | Sell |
763
-182
| -19% | -$72.1K | 0.18% | 32 |
|
|
2023
Q2 | $372K | Buy |
945
+93
| +11% | +$36.6K | 0.22% | 32 |
|
|
2023
Q1 | $310K | Buy |
852
+121
| +17% | +$44K | 0.2% | 31 |
|
|
2022
Q4 | $254K | Buy |
+731
| New | +$254K | 0.17% | 36 |
|