Dogwood Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
1,337
+7
| +0.5% | +$3.94K | 0.37% | 60 |
|
|
2025
Q1 | $729K | Buy |
1,330
+67
| +5% | +$36.7K | 0.38% | 55 |
|
|
2024
Q4 | $665K | Buy |
1,263
+293
| +30% | +$154K | 0.35% | 52 |
|
|
2024
Q3 | $479K | Buy |
970
+107
| +12% | +$52.9K | 0.28% | 73 |
|
|
2024
Q2 | $381K | Buy |
863
+177
| +26% | +$78.1K | 0.23% | 62 |
|
|
2024
Q1 | $331K | Buy |
686
+61
| +10% | +$29.4K | 0.22% | 64 |
|
|
2023
Q4 | $267K | Buy |
+625
| New | +$267K | 0.21% | 65 |
|