Doyle Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.51M | Buy |
5,324
+33
| +0.6% | +$9.38K | 0.13% | 87 |
|
|
2022
Q2 | $1.67M | Buy |
5,291
+23
| +0.4% | +$7.26K | 0.13% | 89 |
|
|
2022
Q1 | $1.88M | Buy |
5,268
+35
| +0.7% | +$12.5K | 0.14% | 87 |
|
|
2021
Q4 | $1.88M | Buy |
5,233
+58
| +1% | +$20.8K | 0.13% | 85 |
|
|
2021
Q3 | $1.8M | Buy |
5,175
+94
| +2% | +$32.7K | 0.14% | 83 |
|
|
2021
Q2 | $1.86M | Buy |
5,081
+61
| +1% | +$22.3K | 0.15% | 83 |
|
|
2021
Q1 | $1.79M | Sell |
5,020
-159
| -3% | -$56.6K | 0.17% | 81 |
|
|
2020
Q4 | $1.85M | Buy |
5,179
+369
| +8% | +$132K | 0.19% | 78 |
|
|
2020
Q3 | $1.63M | Buy |
4,810
+74
| +2% | +$25K | 0.19% | 75 |
|
|
2020
Q2 | $1.4M | Sell |
4,736
-68
| -1% | -$20.1K | 0.18% | 68 |
|
|
2020
Q1 | $1.16M | Sell |
4,804
-75
| -2% | -$18.1K | 0.18% | 62 |
|
|
2019
Q4 | $1.46M | Sell |
4,879
-162
| -3% | -$48.4K | 0.18% | 64 |
|
|
2019
Q3 | $1.37M | Buy |
5,041
+184
| +4% | +$50K | 0.19% | 63 |
|
|
2019
Q2 | $1.29M | Hold |
4,857
| – | – | 0.18% | 65 |
|
|
2019
Q1 | $1.2M | Buy |
4,857
+1,122
| +30% | +$278K | 0.17% | 69 |
|
|
2018
Q4 | $705K | Buy |
+3,735
| New | +$705K | 0.12% | 78 |
|