Cypress Wealth Services’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
1,133
-76
| -6% | -$42.7K | 0.11% | 140 |
|
|
2025
Q1 | $663K | Buy |
1,209
+12
| +1% | +$6.58K | 0.13% | 126 |
|
|
2024
Q4 | $630K | Buy |
1,197
+18
| +2% | +$9.48K | 0.13% | 124 |
|
|
2024
Q3 | $582K | Buy |
1,179
+59
| +5% | +$29.1K | 0.12% | 135 |
|
|
2024
Q2 | $494K | Buy |
1,120
+97
| +9% | +$42.8K | 0.11% | 146 |
|
|
2024
Q1 | $492K | Buy |
1,023
+159
| +18% | +$76.5K | 0.11% | 147 |
|
|
2023
Q4 | $369K | Buy |
864
+24
| +3% | +$10.2K | 0.09% | 170 |
|
|
2023
Q3 | $333K | Sell |
840
-11
| -1% | -$4.36K | 0.09% | 173 |
|
|
2023
Q2 | $342K | Buy |
851
+190
| +29% | +$76.4K | 0.09% | 171 |
|
|
2023
Q1 | $240K | Sell |
661
-184
| -22% | -$66.9K | 0.07% | 209 |
|
|
2022
Q4 | $294K | Buy |
845
+72
| +9% | +$25K | 0.09% | 184 |
|
|
2022
Q3 | $228K | Sell |
773
-836
| -52% | -$247K | 0.08% | 199 |
|
|
2022
Q2 | $508K | Sell |
1,609
-79
| -5% | -$24.9K | 0.16% | 113 |
|
|
2022
Q1 | $603K | Buy |
1,688
+44
| +3% | +$15.7K | 0.16% | 99 |
|
|
2021
Q4 | $591K | Sell |
1,644
-21
| -1% | -$7.55K | 0.16% | 98 |
|
|
2021
Q3 | $579K | Sell |
1,665
-184
| -10% | -$64K | 0.17% | 92 |
|
|
2021
Q2 | $675K | Buy |
1,849
+11
| +0.6% | +$4.02K | 0.18% | 98 |
|
|
2021
Q1 | $654K | Buy |
1,838
+169
| +10% | +$60.1K | 0.14% | 123 |
|
|
2020
Q4 | $596K | Buy |
+1,669
| New | +$596K | 0.13% | 120 |
|
|
2020
Q3 | – | Sell |
-1,904
| Closed | -$563K | – | 147 |
|
|
2020
Q2 | $563K | Buy |
1,904
+330
| +21% | +$97.6K | 0.13% | 138 |
|
|
2020
Q1 | $380K | Buy |
1,574
+308
| +24% | +$74.4K | 0.11% | 151 |
|
|
2019
Q4 | $378K | Sell |
1,266
-346
| -21% | -$103K | 0.1% | 163 |
|
|
2019
Q3 | $438K | Buy |
1,612
+9
| +0.6% | +$2.45K | 0.12% | 140 |
|
|
2019
Q2 | $424K | Sell |
1,603
-492
| -23% | -$130K | 0.12% | 144 |
|
|
2019
Q1 | $493K | Sell |
2,095
-9
| -0.4% | -$2.12K | 0.16% | 123 |
|
|
2018
Q4 | $397K | Buy |
2,104
+31
| +1% | +$5.85K | 0.16% | 127 |
|
|
2018
Q3 | $462K | Buy |
2,073
+239
| +13% | +$53.3K | 0.17% | 120 |
|
|
2018
Q2 | $360K | Buy |
1,834
+45
| +3% | +$8.83K | 0.14% | 150 |
|
|
2018
Q1 | $313K | Sell |
1,789
-160
| -8% | -$28K | 0.13% | 134 |
|
|
2017
Q4 | $295K | Buy |
+1,949
| New | +$295K | 0.12% | 146 |
|