Cyndeo Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
11,684
+716
| +7% | +$402K | 0.39% | 78 |
|
|
2025
Q1 | $6.01M | Buy |
10,968
+1,072
| +11% | +$588K | 0.39% | 82 |
|
|
2024
Q4 | $5.21M | Buy |
9,896
+164
| +2% | +$86.4K | 0.35% | 84 |
|
|
2024
Q3 | $4.81M | Buy |
9,732
+1,565
| +19% | +$773K | 0.34% | 85 |
|
|
2024
Q2 | $3.6M | Buy |
8,167
+357
| +5% | +$157K | 0.28% | 104 |
|
|
2024
Q1 | $3.76M | Buy |
7,810
+2,609
| +50% | +$1.26M | 0.31% | 98 |
|
|
2023
Q4 | $2.22M | Buy |
5,201
+3,549
| +215% | +$1.51M | 0.21% | 127 |
|
|
2023
Q3 | $654K | Buy |
1,652
+539
| +48% | +$213K | 0.07% | 204 |
|
|
2023
Q2 | $438K | Sell |
1,113
-22
| -2% | -$8.65K | 0.05% | 225 |
|
|
2023
Q1 | $412K | Sell |
1,135
-17
| -1% | -$6.18K | 0.04% | 234 |
|
|
2022
Q4 | $401K | Buy |
+1,152
| New | +$401K | 0.05% | 235 |
|