Householder Group Estate & Retirement Specialist’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $55K | Sell |
105
-396
| -79% | -$207K | 0.04% | 206 |
|
|
2024
Q3 | $247K | Sell |
501
-37
| -7% | -$18.2K | 0.07% | 219 |
|
|
2024
Q2 | $237K | Buy |
538
+13
| +2% | +$5.73K | 0.07% | 226 |
|
|
2024
Q1 | $253K | Buy |
525
+1
| +0.2% | +$482 | 0.08% | 216 |
|
|
2023
Q4 | $223K | Buy |
524
+49
| +10% | +$20.9K | 0.07% | 233 |
|
|
2023
Q3 | $188K | Buy |
+475
| New | +$188K | 0.07% | 225 |
|
|
2023
Q1 | $232K | Sell |
638
-102
| -14% | -$37.1K | 0.09% | 182 |
|
|
2022
Q4 | $257K | Sell |
740
-33
| -4% | -$11.5K | 0.38% | 43 |
|
|
2022
Q3 | $219K | Sell |
773
-93
| -11% | -$26.3K | 0.09% | 178 |
|
|
2022
Q2 | $273K | Sell |
866
-21
| -2% | -$6.62K | 0.12% | 162 |
|
|
2022
Q1 | $317K | Sell |
887
-22
| -2% | -$7.86K | 0.13% | 160 |
|
|
2021
Q4 | $327K | Buy |
+909
| New | +$327K | 0.12% | 160 |
|