JPL 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 | $4.63M | Buy |
8,239
+203
| +3% | +$114K | 1.25% | 28 |
|
|
2025
Q1 | $4.4M | Sell |
8,036
-19
| -0.2% | -$10.4K | 1.26% | 27 |
|
|
2024
Q4 | $4.24M | Buy |
+8,055
| New | +$4.24M | 1.21% | 25 |
|
|
2024
Q2 | $2.79M | Buy |
6,329
+278
| +5% | +$123K | 1.37% | 28 |
|
|
2024
Q1 | $2.91M | Buy |
6,051
+709
| +13% | +$341K | 1.61% | 19 |
|
|
2023
Q4 | $2.28M | Buy |
+5,342
| New | +$2.28M | 1.64% | 18 |
|