FSB Premier 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 | $865K | Buy |
1,539
+15
| +1% | +$8.43K | 0.31% | 86 |
|
|
2025
Q1 | $836K | Buy |
1,524
+255
| +20% | +$140K | 0.33% | 90 |
|
|
2024
Q4 | $668K | Buy |
1,269
+63
| +5% | +$33.2K | 0.27% | 94 |
|
|
2024
Q3 | $596K | Buy |
1,206
+335
| +38% | +$165K | 0.24% | 103 |
|
|
2024
Q2 | $384K | Buy |
+871
| New | +$384K | 0.17% | 121 |
|
|
2023
Q1 | – | Sell |
-818
| Closed | -$284K | – | 156 |
|
|
2022
Q4 | $284K | Sell |
818
-422
| -34% | -$147K | 0.16% | 117 |
|
|
2022
Q3 | $352K | Sell |
1,240
-52
| -4% | -$14.8K | 0.21% | 94 |
|
|
2022
Q2 | $407K | Sell |
1,292
-30
| -2% | -$9.45K | 0.23% | 87 |
|
|
2022
Q1 | $500K | Sell |
1,322
-431
| -25% | -$163K | 0.25% | 81 |
|
|
2021
Q4 | $629K | Buy |
+1,753
| New | +$629K | 0.26% | 64 |
|