Echo45 Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
840
+16
| +2% | +$8.99K | 0.3% | 36 |
|
|
2025
Q1 | $452K | Hold |
824
| – | – | 0.3% | 35 |
|
|
2024
Q4 | $430K | Buy |
824
+29
| +4% | +$15.1K | 0.28% | 36 |
|
|
2024
Q3 | $391K | Sell |
795
-44
| -5% | -$21.6K | 0.25% | 32 |
|
|
2024
Q2 | $370K | Sell |
839
-69
| -8% | -$30.4K | 0.26% | 32 |
|
|
2024
Q1 | $437K | Buy |
908
+209
| +30% | +$101K | 0.31% | 26 |
|
|
2023
Q4 | $298K | Buy |
699
+118
| +20% | +$50.3K | 0.23% | 34 |
|
|
2023
Q3 | $230K | Sell |
581
-67
| -10% | -$26.5K | 0.2% | 36 |
|
|
2023
Q2 | $255K | Buy |
648
+19
| +3% | +$7.47K | 0.21% | 35 |
|
|
2023
Q1 | $229K | Buy |
+629
| New | +$229K | 0.19% | 41 |
|
|
2022
Q3 | – | Sell |
-642
| Closed | -$203K | – | 46 |
|
|
2022
Q2 | $203K | Sell |
642
-103
| -14% | -$32.6K | 0.19% | 51 |
|
|
2022
Q1 | $266K | Sell |
745
-133
| -15% | -$47.5K | 0.21% | 58 |
|
|
2021
Q4 | $315K | Buy |
+878
| New | +$315K | 0.25% | 63 |
|