Foguth Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-403
| Closed | -$215K | – | 161 |
|
|
2024
Q4 | $215K | Sell |
403
-11
| -3% | -$5.86K | 0.06% | 142 |
|
|
2024
Q3 | $206K | Sell |
414
-303
| -42% | -$151K | 0.07% | 131 |
|
|
2024
Q2 | $316K | Buy |
717
+274
| +62% | +$121K | 0.14% | 89 |
|
|
2024
Q1 | $213K | Buy |
+443
| New | +$213K | 0.11% | 122 |
|