DiNuzzo 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 | $292K | Sell |
519
-1
| -0.2% | -$562 | 0.03% | 62 |
|
2025
Q1 | $285K | Buy |
520
+1
| +0.2% | +$548 | 0.04% | 62 |
|
2024
Q4 | $273K | Hold |
519
| – | – | 0.03% | 64 |
|
2024
Q3 | $256K | Buy |
519
+1
| +0.2% | +$494 | 0.03% | 66 |
|
2024
Q2 | $229K | Buy |
518
+27
| +5% | +$11.9K | 0.03% | 49 |
|
2024
Q1 | $236K | Hold |
491
| – | – | 0.03% | 47 |
|
2023
Q4 | $209K | Buy |
+491
| New | +$209K | 0.03% | 47 |
|