Elevation Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Hold |
209
| – | – | 0.05% | 158 |
|
|
2025
Q1 | $115K | Hold |
209
| – | – | 0.05% | 152 |
|
|
2024
Q4 | $110K | Hold |
209
| – | – | 0.05% | 158 |
|
|
2024
Q3 | $103K | Buy |
209
+1
| +0.5% | +$493 | 0.04% | 162 |
|
|
2024
Q2 | $92K | Sell |
208
-12
| -5% | -$5.31K | 0.04% | 166 |
|
|
2024
Q1 | $106K | Buy |
220
+89
| +68% | +$42.9K | 0.05% | 155 |
|
|
2023
Q4 | $51.9K | Hold |
131
| – | – | 0.03% | 205 |
|
|
2023
Q3 | $51.9K | Hold |
131
| – | – | 0.04% | 145 |
|
|
2023
Q2 | $51.5K | Hold |
131
| – | – | 0.04% | 150 |
|
|
2023
Q1 | $47.6K | Buy |
+131
| New | +$47.6K | 0.04% | 160 |
|