Granite Bay 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 | $503K | Hold |
895
| – | – | 0.16% | 40 |
|
2025
Q1 | $491K | Hold |
895
| – | – | 0.17% | 44 |
|
2024
Q4 | $471K | Hold |
895
| – | – | 0.17% | 45 |
|
2024
Q3 | $442K | Sell |
895
-34
| -4% | -$16.8K | 0.25% | 30 |
|
2024
Q2 | $410K | Sell |
929
-50
| -5% | -$22.1K | 0.22% | 43 |
|
2024
Q1 | $471K | Sell |
979
-60,764
| -98% | -$29.2M | 0.27% | 51 |
|
2023
Q4 | $24.8M | Sell |
61,743
-11,227
| -15% | -$4.51M | 0.22% | 47 |
|
2023
Q3 | $29.3M | Buy |
72,970
+71,780
| +6,032% | +$28.8M | 0.29% | 46 |
|
2023
Q2 | $468K | Buy |
1,190
+34
| +3% | +$13.4K | 0.44% | 29 |
|
2023
Q1 | $420K | Buy |
+1,156
| New | +$420K | 0.29% | 48 |
|