Hixon Zuercher’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Sell |
13,140
-91
| -0.7% | -$51.1K | 2.39% | 11 |
|
|
2025
Q1 | $7.25M | Buy |
13,231
+94
| +0.7% | +$51.5K | 2.56% | 9 |
|
|
2024
Q4 | $6.92M | Buy |
13,137
+249
| +2% | +$131K | 2.66% | 11 |
|
|
2024
Q3 | $6.36M | Sell |
12,888
-4,336
| -25% | -$2.14M | 2.49% | 12 |
|
|
2024
Q2 | $7.6M | Sell |
17,224
-422
| -2% | -$186K | 3.2% | 8 |
|
|
2024
Q1 | $8.5M | Buy |
17,646
+381
| +2% | +$183K | 3.59% | 4 |
|
|
2023
Q4 | $7.36M | Buy |
17,265
+267
| +2% | +$114K | 3.42% | 7 |
|
|
2023
Q3 | $6.73M | Buy |
16,998
+294
| +2% | +$116K | 3.53% | 7 |
|
|
2023
Q2 | $6.57M | Buy |
16,704
+321
| +2% | +$126K | 3.31% | 8 |
|
|
2023
Q1 | $5.95M | Sell |
16,383
-3,381
| -17% | -$1.23M | 3.53% | 7 |
|
|
2022
Q4 | $6.87M | Buy |
19,764
+205
| +1% | +$71.3K | 4.23% | 5 |
|
|
2022
Q3 | $5.56M | Buy |
19,559
+1,169
| +6% | +$332K | 3.55% | 7 |
|
|
2022
Q2 | $5.8M | Buy |
18,390
+150
| +0.8% | +$47.3K | 3.76% | 5 |
|
|
2022
Q1 | $6.52M | Buy |
18,240
+650
| +4% | +$232K | 3.5% | 7 |
|
|
2021
Q4 | $6.32M | Buy |
17,590
+886
| +5% | +$318K | 3.17% | 7 |
|
|
2021
Q3 | $5.81M | Buy |
16,704
+398
| +2% | +$138K | 3.39% | 5 |
|
|
2021
Q2 | $5.95M | Sell |
16,306
-1,854
| -10% | -$677K | 3.58% | 4 |
|
|
2021
Q1 | $6.47M | Buy |
18,160
+934
| +5% | +$333K | 4.27% | 3 |
|
|
2020
Q4 | $6.15M | Buy |
17,226
+135
| +0.8% | +$48.2K | 4.28% | 4 |
|
|
2020
Q3 | $5.78M | Buy |
17,091
+224
| +1% | +$75.8K | 4.44% | 4 |
|
|
2020
Q2 | $4.99M | Buy |
16,867
+1,227
| +8% | +$363K | 4.29% | 4 |
|
|
2020
Q1 | $3.78M | Buy |
15,640
+2,527
| +19% | +$610K | 5.44% | 8 |
|
|
2019
Q4 | $3.92M | Buy |
+13,113
| New | +$3.92M | 3.73% | 4 |
|