Fortitude Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
1,057
-23
| -2% | -$12.9K | 0.34% | 58 |
|
|
2025
Q1 | $554K | Sell |
1,080
-9
| -0.8% | -$4.62K | 0.4% | 52 |
|
|
2024
Q4 | $573K | Hold |
1,089
| – | – | 0.35% | 57 |
|
|
2024
Q3 | $538K | Sell |
1,089
-9
| -0.8% | -$4.44K | 0.34% | 61 |
|
|
2024
Q2 | $484K | Sell |
1,098
-21
| -2% | -$9.26K | 0.29% | 67 |
|
|
2024
Q1 | $539K | Sell |
1,119
-185
| -14% | -$89.1K | 0.3% | 74 |
|
|
2023
Q4 | $556K | Sell |
1,304
-8
| -0.6% | -$3.41K | 0.34% | 63 |
|
|
2023
Q3 | $519K | Buy |
1,312
+65
| +5% | +$25.7K | 0.35% | 63 |
|
|
2023
Q2 | $490K | Buy |
1,247
+365
| +41% | +$144K | 0.36% | 62 |
|
|
2023
Q1 | $320K | Sell |
882
-27
| -3% | -$9.81K | 0.25% | 109 |
|
|
2022
Q4 | $316K | Buy |
909
+26
| +3% | +$9.04K | 0.27% | 106 |
|
|
2022
Q3 | $251K | Buy |
883
+40
| +5% | +$11.4K | 0.24% | 116 |
|
|
2022
Q2 | $266K | Sell |
843
-130
| -13% | -$41K | 0.24% | 119 |
|
|
2022
Q1 | $347K | Sell |
973
-51
| -5% | -$18.2K | 0.18% | 94 |
|
|
2021
Q4 | $368K | Buy |
+1,024
| New | +$368K | 0.19% | 95 |
|