Forza 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
Q2 | $1.06M | Sell |
1,888
-81
| -4% | -$45.5K | 0.44% | 56 |
|
|
2025
Q1 | $1.08M | Buy |
1,969
+5
| +0.3% | +$2.74K | 0.49% | 50 |
|
|
2024
Q4 | $1.03M | Buy |
1,964
+19
| +1% | +$10K | 0.47% | 55 |
|
|
2024
Q3 | $960K | Buy |
1,945
+200
| +11% | +$98.8K | 0.44% | 62 |
|
|
2024
Q2 | $770K | Hold |
1,745
| – | – | 0.4% | 70 |
|
|
2024
Q1 | $840K | Sell |
1,745
-35
| -2% | -$16.9K | 0.44% | 62 |
|
|
2023
Q4 | $759K | Sell |
1,780
-1,370
| -43% | -$584K | 0.42% | 63 |
|
|
2023
Q3 | $1.25M | Hold |
3,150
| – | – | 0.64% | 48 |
|
|
2023
Q2 | $1.24M | Buy |
3,150
+60
| +2% | +$23.6K | 0.62% | 51 |
|
|
2023
Q1 | $1.12M | Buy |
3,090
+1,200
| +63% | +$436K | 0.58% | 57 |
|
|
2022
Q4 | $657K | Buy |
+1,890
| New | +$657K | 0.44% | 63 |
|