Impact Partnership Wealth’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
430
-30
| -7% | -$16.9K | 0.04% | 246 |
|
|
2025
Q1 | $252K | Sell |
460
-175
| -28% | -$95.9K | 0.05% | 195 |
|
|
2024
Q4 | $334K | Buy |
+635
| New | +$334K | 0.07% | 185 |
|
|
2024
Q2 | – | Sell |
-87
| Closed | -$41.9K | – | 497 |
|
|
2024
Q1 | $41.9K | Buy |
87
+4
| +5% | +$1.93K | 0.02% | 340 |
|
|
2023
Q4 | $35.4K | Sell |
83
-113
| -58% | -$48.2K | 0.01% | 367 |
|
|
2023
Q3 | $77.6K | Buy |
196
+9
| +5% | +$3.56K | 0.02% | 344 |
|
|
2023
Q2 | $73.5K | Buy |
+187
| New | +$73.5K | 0.03% | 228 |
|