Jackson Thornton 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 | $373K | Buy |
664
+40
| +6% | +$22.5K | 0.04% | 65 |
|
|
2025
Q1 | $323K | Buy |
624
+60
| +11% | +$31K | 0.04% | 65 |
|
|
2024
Q4 | $297K | Buy |
564
+24
| +4% | +$12.6K | 0.04% | 65 |
|
|
2024
Q3 | $267K | Sell |
540
-3
| -0.6% | -$1.48K | 0.04% | 55 |
|
|
2024
Q2 | $240K | Sell |
543
-3
| -0.5% | -$1.32K | 0.04% | 52 |
|
|
2024
Q1 | $263K | Hold |
546
| – | – | 0.04% | 45 |
|
|
2023
Q4 | $233K | Sell |
546
-12
| -2% | -$5.12K | 0.04% | 50 |
|
|
2023
Q3 | $221K | Buy |
+558
| New | +$221K | 0.05% | 41 |
|