Financial & Tax Architects’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
612
+176
| +40% | +$98.9K | 0.08% | 82 |
|
|
2025
Q1 | $239K | Sell |
436
-115
| -21% | -$63K | 0.06% | 98 |
|
|
2024
Q4 | $290K | Buy |
551
+12
| +2% | +$6.32K | 0.07% | 97 |
|
|
2024
Q3 | $266K | Hold |
539
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $238K | Sell |
539
-4
| -0.7% | -$1.77K | 0.06% | 82 |
|
|
2024
Q1 | $262K | Sell |
543
-157
| -22% | -$75.6K | 0.07% | 84 |
|
|
2023
Q4 | $299K | Hold |
700
| – | – | 0.09% | 76 |
|
|
2023
Q3 | $277K | Buy |
+700
| New | +$277K | 0.09% | 76 |
|