Family Capital 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 | $918K | Buy |
1,634
+417
| +34% | +$234K | 0.48% | 41 |
|
2025
Q1 | $667K | Buy |
1,217
+192
| +19% | +$105K | 0.41% | 40 |
|
2024
Q4 | $540K | Buy |
1,025
+167
| +19% | +$87.9K | 0.33% | 47 |
|
2024
Q3 | $424K | Buy |
858
+46
| +6% | +$22.7K | 0.27% | 50 |
|
2024
Q2 | $358K | Sell |
812
-21
| -3% | -$9.26K | 0.24% | 50 |
|
2024
Q1 | $401K | Sell |
833
-159
| -16% | -$76.6K | 0.28% | 47 |
|
2023
Q4 | $423K | Sell |
992
-71
| -7% | -$30.3K | 0.3% | 43 |
|
2023
Q3 | $421K | Sell |
1,063
-58
| -5% | -$23K | 0.28% | 47 |
|
2023
Q2 | $441K | Buy |
1,121
+105
| +10% | +$41.3K | 0.27% | 45 |
|
2023
Q1 | $369K | Buy |
1,016
+13
| +1% | +$4.72K | 0.16% | 45 |
|
2022
Q4 | $349K | Buy |
+1,003
| New | +$349K | 0.23% | 45 |
|