Crown Wealth 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 | $452K | Sell |
805
-25
| -3% | -$14K | 0.17% | 59 |
|
|
2025
Q1 | $455K | Buy |
830
+43
| +5% | +$23.6K | 0.24% | 52 |
|
|
2024
Q4 | $414K | Buy |
787
+37
| +5% | +$19.5K | 0.17% | 71 |
|
|
2024
Q3 | $370K | Sell |
750
-13
| -2% | -$6.42K | 0.16% | 73 |
|
|
2024
Q2 | $337K | Buy |
763
+12
| +2% | +$5.29K | 0.17% | 70 |
|
|
2024
Q1 | $362K | Buy |
751
+216
| +40% | +$104K | 0.19% | 62 |
|
|
2023
Q4 | $228K | Buy |
+535
| New | +$228K | 0.14% | 80 |
|