Gen-Wealth Partners’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.2K | Hold |
116
| – | – | 0.03% | 322 |
|
|
2025
Q1 | $63.6K | Sell |
116
-5
| -4% | -$2.74K | 0.03% | 317 |
|
|
2024
Q4 | $63.7K | Sell |
121
-84
| -41% | -$44.2K | 0.03% | 343 |
|
|
2024
Q3 | $105K | Hold |
205
| – | – | 0.05% | 279 |
|
|
2024
Q2 | $90.4K | Buy |
205
+5
| +3% | +$2.21K | 0.04% | 294 |
|
|
2024
Q1 | $96.3K | Buy |
+200
| New | +$96.3K | 0.05% | 303 |
|