Dynasty 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 | $6.81M | Buy |
12,120
+1,943
| +19% | +$1.09M | 0.12% | 51 |
|
|
2025
Q1 | $5.58M | Sell |
10,177
-184
| -2% | -$101K | 0.09% | 55 |
|
|
2024
Q4 | $5.46M | Buy |
10,361
+471
| +5% | +$248K | 0.09% | 63 |
|
|
2024
Q3 | $4.88M | Sell |
9,890
-1,414
| -13% | -$698K | 0.15% | 47 |
|
|
2024
Q2 | $4.99M | Buy |
11,304
+493
| +5% | +$217K | 0.15% | 52 |
|
|
2024
Q1 | $5.21M | Buy |
+10,811
| New | +$5.21M | 0.17% | 43 |
|
|
2018
Q4 | – | Sell |
-2,117
| Closed | -$471K | – | 59 |
|
|
2018
Q3 | $471K | Buy |
+2,117
| New | +$471K | 0.61% | 41 |
|