Independent Solutions 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 | $1.83M | Sell |
3,265
-43
| -1% | -$24.2K | 0.36% | 85 |
|
|
2025
Q1 | $1.81M | Sell |
3,308
-245
| -7% | -$134K | 0.41% | 77 |
|
|
2024
Q4 | $1.87M | Sell |
3,553
-146
| -4% | -$76.9K | 0.41% | 78 |
|
|
2024
Q3 | $1.83M | Sell |
3,699
-81
| -2% | -$40K | 0.41% | 75 |
|
|
2024
Q2 | $1.67M | Sell |
3,780
-86
| -2% | -$37.9K | 0.38% | 79 |
|
|
2024
Q1 | $1.86M | Sell |
3,866
-49
| -1% | -$23.6K | 0.44% | 68 |
|
|
2023
Q4 | $1.67M | Buy |
3,915
+563
| +17% | +$240K | 0.43% | 69 |
|
|
2023
Q3 | $1.33M | Buy |
3,352
+439
| +15% | +$174K | 0.34% | 67 |
|
|
2023
Q2 | $1.15M | Sell |
2,913
-167
| -5% | -$65.7K | 0.29% | 80 |
|
|
2023
Q1 | $1.12M | Sell |
3,080
-624
| -17% | -$227K | 0.33% | 73 |
|
|
2022
Q4 | $1.29M | Sell |
3,704
-108
| -3% | -$37.6K | 0.39% | 65 |
|
|
2022
Q3 | $1.08M | Sell |
3,812
-116
| -3% | -$33K | 0.36% | 71 |
|
|
2022
Q2 | $1.24M | Sell |
3,928
-1,928
| -33% | -$608K | 0.39% | 67 |
|
|
2022
Q1 | $2.09M | Sell |
5,856
-208
| -3% | -$74.3K | 0.49% | 47 |
|
|
2021
Q4 | $2.18M | Sell |
6,064
-3,876
| -39% | -$1.39M | 0.51% | 48 |
|
|
2021
Q3 | $3.46M | Sell |
9,940
-849
| -8% | -$295K | 0.86% | 29 |
|
|
2021
Q2 | $3.94M | Buy |
10,789
+155
| +1% | +$56.6K | 0.96% | 24 |
|
|
2021
Q1 | $3.79M | Buy |
10,634
+678
| +7% | +$241K | 1.04% | 22 |
|
|
2020
Q4 | $3.55M | Sell |
9,956
-153
| -2% | -$54.6K | 1.11% | 21 |
|
|
2020
Q3 | $3.42M | Buy |
10,109
+56
| +0.6% | +$18.9K | 1.3% | 19 |
|
|
2020
Q2 | $2.97M | Buy |
10,053
+897
| +10% | +$265K | 1.27% | 20 |
|
|
2020
Q1 | $2.21M | Buy |
9,156
+44
| +0.5% | +$10.6K | 1.22% | 22 |
|
|
2019
Q4 | $2.72M | Buy |
+9,112
| New | +$2.72M | 1.2% | 20 |
|