Golden State Equity 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 | $1.12M | Buy |
1,985
+126
| +7% | +$70.8K | 0.21% | 117 |
|
|
2025
Q1 | $1.02M | Sell |
1,859
-250
| -12% | -$137K | 0.2% | 132 |
|
|
2024
Q4 | $1.11M | Buy |
2,109
+1,101
| +109% | +$580K | 0.21% | 119 |
|
|
2024
Q3 | $498K | Sell |
1,008
-1,753
| -63% | -$866K | 0.26% | 90 |
|
|
2024
Q2 | $1.22M | Buy |
+2,761
| New | +$1.22M | 0.25% | 98 |
|
|
2023
Q4 | $1.15M | Buy |
2,702
+182
| +7% | +$77.6K | 0.28% | 92 |
|
|
2023
Q3 | $998K | Buy |
2,520
+285
| +13% | +$113K | 0.28% | 95 |
|
|
2023
Q2 | $879K | Buy |
2,235
+1,169
| +110% | +$460K | 0.25% | 101 |
|
|
2023
Q1 | $387K | Buy |
+1,066
| New | +$387K | 0.21% | 120 |
|
|
2021
Q3 | – | Sell |
-1,983
| Closed | -$724K | – | 255 |
|
|
2021
Q2 | $724K | Buy |
1,983
+1,405
| +243% | +$513K | 0.28% | 91 |
|
|
2021
Q1 | $206K | Sell |
578
-94
| -14% | -$33.5K | 0.12% | 159 |
|
|
2020
Q4 | $240K | Buy |
+672
| New | +$240K | 0.17% | 141 |
|