JJBC
James J. Burns & Company’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
2,592
-5
| -0.2% | -$2.81K | 0.24% | 53 |
|
|
2025
Q1 | $1.42M | Hold |
2,597
| – | – | 0.25% | 50 |
|
|
2024
Q4 | $1.37M | Hold |
2,597
| – | – | 0.24% | 54 |
|
|
2024
Q3 | $1.28M | Buy |
2,597
+132
| +5% | +$65.2K | 0.23% | 54 |
|
|
2024
Q2 | $1.09M | Buy |
2,465
+1,485
| +152% | +$655K | 0.21% | 57 |
|
|
2024
Q1 | $470K | Sell |
980
-1,510
| -61% | -$724K | 0.16% | 56 |
|
|
2023
Q4 | $1.06M | Buy |
2,490
+10
| +0.4% | +$4.27K | 0.25% | 52 |
|
|
2023
Q3 | $982K | Sell |
2,480
-50
| -2% | -$19.8K | 0.26% | 53 |
|
|
2023
Q2 | $995K | Sell |
2,530
-1,770
| -41% | -$696K | 0.25% | 57 |
|
|
2023
Q1 | $1.56M | Buy |
4,300
+3,250
| +310% | +$1.18M | 0.4% | 45 |
|
|
2022
Q4 | $365K | Sell |
1,050
-360
| -26% | -$125K | 0.15% | 64 |
|
|
2022
Q3 | $401K | Buy |
+1,410
| New | +$401K | 0.18% | 62 |
|