FirstPurpose Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.03M | Sell |
2,200
-31
| -1% | -$14.5K | 0.37% | 48 |
|
|
2023
Q4 | $952K | Buy |
2,231
+59
| +3% | +$25.2K | 0.36% | 48 |
|
|
2023
Q3 | $860K | Sell |
2,172
-37
| -2% | -$14.6K | 0.37% | 48 |
|
|
2023
Q2 | $869K | Buy |
2,209
+97
| +5% | +$38.2K | 0.37% | 49 |
|
|
2023
Q1 | $768K | Buy |
2,112
+99
| +5% | +$36K | 0.38% | 55 |
|
|
2022
Q4 | $700K | Sell |
2,013
-399
| -17% | -$139K | 0.39% | 48 |
|
|
2022
Q3 | $686K | Buy |
2,412
+362
| +18% | +$103K | 0.45% | 43 |
|
|
2022
Q2 | $647K | Buy |
2,050
+171
| +9% | +$54K | 0.43% | 44 |
|
|
2022
Q1 | $672K | Buy |
1,879
+178
| +10% | +$63.7K | 0.52% | 44 |
|
|
2021
Q4 | $611K | Buy |
+1,701
| New | +$611K | 0.38% | 49 |
|