Destiny 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 | $334K | Sell |
595
-10
| -2% | -$5.62K | 0.04% | 147 |
|
|
2025
Q1 | $332K | Sell |
605
-120
| -17% | -$65.8K | 0.05% | 128 |
|
|
2024
Q4 | $382K | Buy |
+725
| New | +$382K | 0.06% | 122 |
|
|
2024
Q1 | – | Sell |
-1,078
| Closed | -$453K | – | 162 |
|
|
2023
Q4 | $453K | Hold |
1,078
| – | – | 0.09% | 99 |
|
|
2023
Q3 | $427K | Hold |
1,078
| – | – | 0.09% | 104 |
|
|
2023
Q2 | $428K | Hold |
1,078
| – | – | 0.08% | 106 |
|
|
2023
Q1 | $392K | Buy |
1,078
+14
| +1% | +$5.09K | 0.08% | 108 |
|
|
2022
Q4 | $370K | Sell |
1,064
-35
| -3% | -$12.2K | 0.08% | 115 |
|
|
2022
Q3 | $312K | Sell |
1,099
-19
| -2% | -$5.39K | 0.07% | 116 |
|
|
2022
Q2 | $353K | Sell |
1,118
-23
| -2% | -$7.26K | 0.08% | 103 |
|
|
2022
Q1 | $408K | Hold |
1,141
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $410K | Hold |
1,141
| – | – | 0.08% | 118 |
|
|
2021
Q3 | $397K | Sell |
1,141
-32
| -3% | -$11.1K | 0.08% | 116 |
|
|
2021
Q2 | $428K | Hold |
1,173
| – | – | 0.08% | 127 |
|
|
2021
Q1 | $418K | Sell |
1,173
-440
| -27% | -$157K | 0.09% | 113 |
|
|
2020
Q4 | $576K | Buy |
+1,613
| New | +$576K | 0.12% | 94 |
|