Guardian 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 | $2.42M | Buy |
4,310
+28
| +0.7% | +$15.7K | 1.61% | 26 |
|
|
2025
Q1 | $2.35M | Buy |
4,282
+157
| +4% | +$86.1K | 1.57% | 27 |
|
|
2024
Q4 | $2.17M | Sell |
4,125
-4
| -0.1% | -$2.11K | 1.48% | 24 |
|
|
2024
Q3 | $2.04M | Buy |
4,129
+62
| +2% | +$30.6K | 1.44% | 27 |
|
|
2024
Q2 | $1.79M | Buy |
4,067
+43
| +1% | +$19K | 1.37% | 27 |
|
|
2024
Q1 | $1.94M | Buy |
4,024
+93
| +2% | +$44.8K | 1.49% | 25 |
|
|
2023
Q4 | $1.68M | Buy |
3,931
+27
| +0.7% | +$11.5K | 1.42% | 31 |
|
|
2023
Q3 | $1.55M | Sell |
3,904
-2
| -0.1% | -$792 | 1.45% | 30 |
|
|
2023
Q2 | $1.54M | Buy |
3,906
+115
| +3% | +$45.2K | 1.4% | 30 |
|
|
2023
Q1 | $1.38M | Buy |
3,791
+139
| +4% | +$50.5K | 1.33% | 30 |
|
|
2022
Q4 | $1.27M | Buy |
3,652
+82
| +2% | +$28.5K | 1.25% | 32 |
|
|
2022
Q3 | $1.02M | Buy |
3,570
+82
| +2% | +$23.3K | 1.15% | 39 |
|
|
2022
Q2 | $1.1M | Buy |
3,488
+213
| +7% | +$67.2K | 1.18% | 39 |
|
|
2022
Q1 | $1.17M | Buy |
3,275
+93
| +3% | +$33.3K | 1.16% | 40 |
|
|
2021
Q4 | $1.14M | Buy |
+3,182
| New | +$1.14M | 1.1% | 37 |
|